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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
$167M -$18.6M -203,288 -10%
LPL Financial
2
LPL Financial
California
$98.9M +$6.31M +68,917 +7%
UBS Group
3
UBS Group
Switzerland
$89.4M -$316K -3,447 -0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.1M +$824 +9 +0%
Bank of America
5
Bank of America
North Carolina
$36.1M +$4.05M +44,259 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$31.9M +$154K +1,685 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.6M +$128K +1,394 +0.5%
Raymond James Financial
8
Raymond James Financial
Florida
$27.3M +$5.3M +57,835 +24%
IWC
9
Integrated Wealth Concepts
Massachusetts
$18.3M +$17.2M +188,219 +1,835%
Wells Fargo
10
Wells Fargo
California
$18.2M +$210K +2,291 +1%
KWM
11
Kingsview Wealth Management
Oregon
$16.3M -$1.37M -14,921 -8%
NA
12
NewEdge Advisors
Louisiana
$14.4M +$5.2M +56,797 +57%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$13.5M -$1.17M -12,723 -8%
PAG
14
Private Advisor Group
New Jersey
$13.3M -$648K -7,078 -5%
HFP
15
Holistic Financial Partners
Indiana
$13M +$235K +2,563 +2%
AssetMark Inc
16
AssetMark Inc
California
$12.8M -$209K -2,281 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.9M -$419K -4,575 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.8M -$1.7M -18,544 -14%
BEI
19
Benjamin Edwards Inc
Missouri
$9.68M +$960K +10,476 +11%
Goldman Sachs
20
Goldman Sachs
New York
$9.45M +$1.63M +17,849 +21%
KWM
21
Kaydan Wealth Management
Michigan
$8.2M -$39.1K -427 -0.5%
IWM
22
IHT Wealth Management
Illinois
$7.43M -$705K -7,696 -9%
HI
23
Harbour Investments
Wisconsin
$7.02M -$2.25M -24,590 -24%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.01M +$4.11M +44,885 +145%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.66M +$657K +7,170 +11%
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