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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
$659M -$37.7M -2,530,773 -5%
Morgan Stanley
2
Morgan Stanley
New York
$175M +$43.9M +2,943,164 +34%
Wells Fargo
3
Wells Fargo
California
$111M +$19.1M +1,278,672 +21%
Bank of America
4
Bank of America
North Carolina
$50.8M +$5.7M +382,514 +13%
UBS Group
5
UBS Group
Switzerland
$38.5M +$8.07M +541,015 +27%
RJA
6
Raymond James & Associates
Florida
$30.9M +$9.07M +608,541 +42%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.8M +$4.83M +323,909 +20%
MFS
8
MSI Financial Services
Massachusetts
$24M +$20.7M +1,390,461 +626%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M +$6.29M +422,264 +81%
LPL Financial
10
LPL Financial
California
$11.4M -$6.09M -408,371 -34%
Stifel Financial
11
Stifel Financial
Missouri
$7.98M +$557K +37,356 +8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.64M +$2.59M +173,520 +52%
TFA
13
Transamerica Financial Advisors
Florida
$6.03M +$1.31M +87,993 +28%
Ameriprise
14
Ameriprise
Minnesota
$5.4M +$1.39M +93,535 +35%
NC
15
NewSquare Capital
Pennsylvania
$5.29M +$1.97M +131,973 +59%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.87M +$1.94M +130,062 +66%
BFA
17
Beaumont Financial Advisors
Massachusetts
$4.45M +$4.45M +298,419 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$3.98M +$2.36M +158,585 +146%
CS
19
Credit Suisse
Switzerland
$3.73M +$3.73M +250,001 New
AIM
20
Astor Investment Management
Illinois
$3.67M -$643K -43,111 -15%
HFS
21
HL Financial Services
Kentucky
$3.19M +$1.82M +121,784 +132%
AG
22
Advisor Group
Arizona
$3.15M +$3.16M +211,646 New
BTS
23
BB&T Securities
Virginia
$3.1M +$788K +52,829 +34%
UCFA
24
United Capital Financial Advisors
Texas
$3.1M -$712K -47,768 -19%
SAM
25
SignalPoint Asset Management
Missouri
$2.87M -$202K -13,530 -7%
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