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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
$163M -$3.52M -46,088 -2%
UBS Group
2
UBS Group
Switzerland
$69.5M -$7.7M -100,747 -10%
LPL Financial
3
LPL Financial
California
$63.1M -$475K -6,214 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.1M -$18.4K -241 -0%
KWM
5
Kaydan Wealth Management
Michigan
$29.6M -$386K -5,044 -1%
Bank of America
6
Bank of America
North Carolina
$23.5M -$2.46M -32,144 -10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$23.1M -$667K -8,724 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22M -$804K -10,518 -4%
KWM
9
Kingsview Wealth Management
Oregon
$19.4M -$2.77M -36,271 -13%
Wells Fargo
10
Wells Fargo
California
$18.6M -$312K -4,086 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.2M -$1.87M -24,486 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.4M -$858K -11,227 -5%
PAG
13
Private Advisor Group
New Jersey
$16.2M -$698K -9,128 -4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$15.6M -$48.1K -629 -0.3%
RJA
15
Raymond James & Associates
Florida
$15M -$683K -8,933 -4%
MHB
16
Midwest Heritage Bank
Iowa
$14.6M -$198K -2,596 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.7M +$13.1K +172 +0.1%
AssetMark Inc
18
AssetMark Inc
California
$10.6M +$985K +12,890 +11%
HFP
19
Holistic Financial Partners
Indiana
$10.4M +$278K +3,640 +3%
AAS
20
Avantax Advisory Services
Texas
$9.76M +$270K +3,531 +3%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$9.7M -$146K -1,916 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.44M -$2.7M -35,363 -23%
AWM
23
AE Wealth Management
Kansas
$8.63M +$789K +10,323 +10%
Truist Financial
24
Truist Financial
North Carolina
$7.72M -$8.79K -115 -0.1%
CAS
25
Coppell Advisory Solutions
Texas
$7.24M -$61.1K -800 -0.9%
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