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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
$171M -$1.67M -20,494 -1%
UBS Group
2
UBS Group
Switzerland
$80.8M -$371K -4,561 -0.5%
LPL Financial
3
LPL Financial
California
$77M +$4.18M +51,382 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.9M -$714K -8,773 -2%
Bank of America
5
Bank of America
North Carolina
$28.8M +$282K +3,462 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$28.5M +$4.02M +49,442 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$24.3M +$538K +6,610 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.7M +$359K +4,416 +2%
IWM
9
IHT Wealth Management
Illinois
$18M -$2.03M -25,010 -10%
Wells Fargo
10
Wells Fargo
California
$16.7M -$553K -6,800 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$16.6M -$187K -2,293 -1%
KWM
12
Kingsview Wealth Management
Oregon
$16.3M -$355K -4,359 -2%
PAG
13
Private Advisor Group
New Jersey
$13.5M -$870K -10,690 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$12.9M +$1.41M +17,281 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.8M +$81.4K +1,000 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.7M -$1.06M -13,050 -9%
AssetMark Inc
17
AssetMark Inc
California
$11.5M +$562K +6,909 +5%
HFP
18
Holistic Financial Partners
Indiana
$11.2M +$149K +1,832 +1%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$8.19M -$8.5M -104,530 -52%
HI
20
Harbour Investments
Wisconsin
$7.66M +$4.25M +52,230 +132%
KWM
21
Kaydan Wealth Management
Michigan
$7.43M -$173K -2,129 -2%
Goldman Sachs
22
Goldman Sachs
New York
$7.07M -$1.24M -15,212 -15%
BEI
23
Benjamin Edwards Inc
Missouri
$7M +$257K +3,156 +4%
Truist Financial
24
Truist Financial
North Carolina
$6.75M -$200K -2,454 -3%
AWM
25
AE Wealth Management
Kansas
$5.71M -$2.06M -25,296 -27%
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