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First Trust Energy AlphaDEX Fund
FXN

Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$660M +$591M +46,755,202 New
Morgan Stanley
2
Morgan Stanley
New York
$124M +$85.6M +6,767,028 +335%
Wells Fargo
3
Wells Fargo
California
$87M +$70.4M +5,567,364 +938%
Bank of America
4
Bank of America
North Carolina
$42.7M +$22.2M +1,753,557 +138%
UBS Group
5
UBS Group
Switzerland
$28.8M +$20.1M +1,588,205 +351%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.8M +$20.2M +1,596,370 +10,587%
RJA
7
Raymond James & Associates
Florida
$20.7M +$16.6M +1,315,381 +891%
LPL Financial
8
LPL Financial
California
$16.1M +$6.78M +536,418 +82%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.39M +$5.54M +438,094 +514%
Stifel Financial
10
Stifel Financial
Missouri
$7.03M +$5.97M +472,326 +1,842%
Goldman Sachs
11
Goldman Sachs
New York
$6.25M +$1.91M +150,802 +52%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.83M +$4.09M +323,159 +1,729%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.74M +$4.24M +335,647 New
TFA
14
Transamerica Financial Advisors
Florida
$4.47M +$3.94M +311,425 +6,291%
AIM
15
Astor Investment Management
Illinois
$4.09M +$3.66M +289,495 New
Ameriprise
16
Ameriprise
Minnesota
$3.8M +$3.4M +269,219 New
UCFA
17
United Capital Financial Advisors
Texas
$3.59M +$3.22M +254,228 New
NC
18
NewSquare Capital
Pennsylvania
$3.15M +$2.82M +223,309 New
MFS
19
MSI Financial Services
Massachusetts
$3.14M +$2.52M +198,978 +860%
SAM
20
SignalPoint Asset Management
Missouri
$2.91M -$579K -45,756 -18%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.77M +$1.62M +128,028 +187%
AIG
22
American International Group
New York
$2.52M +$2.07M +163,600 +1,098%
BTS
23
BB&T Securities
Virginia
$2.19M +$1.64M +129,834 +512%
ACM
24
Aviance Capital Management
Florida
$1.9M +$1.71M +134,855 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.54M +$1.23M +97,251 +845%
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