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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 -$5.11M -68,327 -3%
UBS Group
2
UBS Group
Switzerland
$76.6M +$1.45M +19,340 +2%
LPL Financial
3
LPL Financial
California
$68.6M +$586K +7,837 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M -$492K -6,574 -2%
Bank of America
5
Bank of America
North Carolina
$26.9M +$3.02M +40,412 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M -$520K -6,946 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$22.4M -$1.08M -14,421 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M -$809K -10,817 -4%
IWM
9
IHT Wealth Management
Illinois
$18.9M -$4.17M -55,766 -19%
Wells Fargo
10
Wells Fargo
California
$16.3M -$480K -6,412 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.9M +$6.69M +89,450 +79%
IWC
12
Integrated Wealth Concepts
Massachusetts
$15.9M +$47K +628 +0.3%
KWM
13
Kingsview Wealth Management
Oregon
$15.7M -$282K -3,766 -2%
PAG
14
Private Advisor Group
New Jersey
$13.6M -$348K -4,648 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.1M +$472K +6,311 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12M -$339K -4,532 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.91M +25,468 +23%
HFP
18
Holistic Financial Partners
Indiana
$10.4M -$142K -1,895 -1%
AssetMark Inc
19
AssetMark Inc
California
$10.3M +$1.82M +24,273 +23%
Goldman Sachs
20
Goldman Sachs
New York
$7.87M -$422K -5,643 -5%
AWM
21
AE Wealth Management
Kansas
$7.37M -$95.6K -1,277 -1%
KWM
22
Kaydan Wealth Management
Michigan
$7.18M -$13.9M -185,196 -67%
AAS
23
Avantax Advisory Services
Texas
$6.68M -$1.46M -19,567 -19%
Truist Financial
24
Truist Financial
North Carolina
$6.56M -$318K -4,250 -5%
BEI
25
Benjamin Edwards Inc
Missouri
$6.35M +$1.16M +15,556 +24%
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