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First Trust Energy AlphaDEX Fund
FXN

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M +$14M +638,839 New
PPA
2
Parametric Portfolio Associates
Washington
$11.2M +$11.3M +516,691 New
Wells Fargo
3
Wells Fargo
California
$8.02M +$8.16M +371,548 New
Bank of America
4
Bank of America
North Carolina
$6.08M +$6.18M +281,553 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.02M +$6.13M +279,025 New
U
6
UBS
Switzerland
$5.83M +$5.93M +269,989 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.79M +$4.87M +221,777 New
NA
8
Navellier & Associates
Nevada
$3.32M +$3.37M +153,644 New
PI
9
Placemark Investments
Illinois
$3.02M +$3.08M +140,042 New
SNC
10
Stifel Nicolaus & Co
Missouri
$2.55M +$2.6M +118,342 New
SAM
11
SignalPoint Asset Management
Missouri
$2.27M +$2.31M +105,267 New
FA
12
FDx Advisors
Illinois
$1.84M +$1.88M +85,511 New
BTS
13
BB&T Securities
Virginia
$1.47M +$1.49M +68,041 New
LPL Financial
14
LPL Financial
California
$1.07M +$1.09M +49,399 New
KCG
15
Knight Capital Group
$1.06M +$1.08M +49,300 New
PFS
16
Prospera Financial Services
Texas
$897K +$909K +41,362 New
RJA
17
Raymond James & Associates
Florida
$782K +$796K +36,228 New
First Trust Advisors
18
First Trust Advisors
Illinois
$671K +$683K +31,099 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$445K +$453K +20,639 New
RIA
20
Regal Investment Advisors
Michigan
$168K +$171K +7,778 New
AIG
21
American International Group
New York
$160K +$163K +7,399 New
Ameriprise
22
Ameriprise
Minnesota
$142K +$144K +6,558 New
FHC
23
First Heartland Consultants
Missouri
$108K +$110K +4,999 New
SF
24
Synovus Financial
Georgia
$26K +$26.4K +1,200 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$21K +$20.9K +952 New
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