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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
$41.8M +$18.6M +1,153,481 +88%
Wells Fargo
2
Wells Fargo
California
$31.7M +$18.7M +1,159,570 +163%
NA
3
Navellier & Associates
Nevada
$23M +$21.9M +1,357,913 New
RJA
4
Raymond James & Associates
Florida
$22.3M +$11.6M +718,898 +120%
UBS Group
5
UBS Group
Switzerland
$16.5M +$7.5M +464,155 +91%
LPL Financial
6
LPL Financial
California
$12.6M +$5.83M +360,873 +94%
Bank of America
7
Bank of America
North Carolina
$10.6M +$2.47M +152,727 +32%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.17M +$242K +15,000 +4%
SAM
9
Shamrock Asset Management
Texas
$5.21M -$23.5K -1,455 -0.5%
PCM
10
Penserra Capital Management
California
$4.87M +$4.66M +288,188 New
AWA
11
Arete Wealth Advisors
Illinois
$4.37M +$4.17M +258,102 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.36M -$1.31M -81,198 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.23M +$1.32M +81,562 +48%
FWM
14
Focused Wealth Management
New York
$3.77M +$3.61M +223,129 New
SB
15
Suntrust Banks
Georgia
$2.95M +$3.06M +189,221 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.56M +$1.99M +122,884 +434%
Ameriprise
17
Ameriprise
Minnesota
$2.52M +$598K +37,017 +33%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.31M +$551K +34,091 +33%
NL
19
NWAM LLC
Washington
$2.28M +$2.18M +134,598 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.1M +$2M +123,879 New
IWM
21
IHT Wealth Management
Illinois
$2.07M -$11.4K -705 -0.6%
VCM
22
Virtue Capital Management
Tennessee
$1.94M +$1.85M +114,581 +337,003%
WP
23
WealthSource Partners
California
$1.63M +$1.56M +96,549 New
LFAS
24
Level Four Advisory Services
Texas
$1.61M +$42.6K +2,638 +3%
WI
25
Wintrust Investments
Illinois
$1.51M +$62K +3,839 +4%
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