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First Trust Large Cap Value AlphaDEX Fund
FTA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$155M -$362K -4,876 -0.2%
UBS Group
2
UBS Group
Switzerland
$72M -$377K -5,071 -0.5%
LPL Financial
3
LPL Financial
California
$59.1M -$4.69M -63,129 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.1M -$418K -5,635 -1%
KWM
5
Kaydan Wealth Management
Michigan
$27.9M +$6.82M +91,805 +32%
Bank of America
6
Bank of America
North Carolina
$24.3M -$510K -6,874 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$22.1M +$163K +2,194 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.2M -$1.62M -21,873 -7%
KWM
9
Kingsview Wealth Management
Oregon
$20.7M +$119K +1,604 +0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$18.7M -$3.44M -46,290 -15%
Wells Fargo
11
Wells Fargo
California
$17.6M -$1.53M -20,562 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$17M -$2.09M -28,132 -11%
PAG
13
Private Advisor Group
New Jersey
$15.7M -$1.75M -23,627 -10%
RJA
14
Raymond James & Associates
Florida
$14.6M -$479K -6,450 -3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$14.6M +$10.3K +139 +0.1%
MHB
16
Midwest Heritage Bank
Iowa
$13.8M -$1.02M -13,785 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$11.4M -$3.16M -42,580 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10.9M -$1.12M -15,032 -9%
HFP
19
Holistic Financial Partners
Indiana
$9.37M -$361K -4,863 -4%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$9.16M +$170K +2,294 +2%
AssetMark Inc
21
AssetMark Inc
California
$8.9M +$1.85M +24,968 +26%
AAS
22
Avantax Advisory Services
Texas
$8.82M -$2.04M -27,508 -19%
AWM
23
AE Wealth Management
Kansas
$7.26M +$346K +4,665 +5%
Truist Financial
24
Truist Financial
North Carolina
$7.19M +$63.1K +850 +0.9%
CAS
25
Coppell Advisory Solutions
Texas
$6.81M +$6.88M +92,594 New
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