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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
$2.08M -$5.71M -746,555 -59%
Wells Fargo
2
Wells Fargo
California
$1.78M +$1.22M +159,207 +55%
Bank of America
3
Bank of America
North Carolina
$845K -$486K -63,545 -23%
LPL Financial
4
LPL Financial
California
$683K +$93.3K +12,196 +8%
UBS Group
5
UBS Group
Switzerland
$406K +$52.3K +6,837 +7%
CWS
6
Cypress Wealth Services
California
$403K +$775K +101,335 New
Osaic Holdings
7
Osaic Holdings
Arizona
$380K +$732K +95,784 New
RJA
8
Raymond James & Associates
Florida
$306K -$320K -41,828 -35%
BAM
9
Bellevue Asset Management
Washington
$248K -$16.3K -2,130 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$228K -$669K -87,489 -60%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$201K +$120K +15,752 +45%
HCIA
12
Hochman Cole Investment Advisors
Illinois
$200K +$72.3K +9,449 +23%
1W
13
1776 Wealth
Georgia
$189K -$76.5K -10,000 -17%
LFAS
14
Level Four Advisory Services
Texas
$179K -$10.7K -1,397 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$178K -$1.83M -239,062 -84%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$178K -$108K -14,121 -24%
PFS
17
Prospera Financial Services
Texas
$156K -$27.6K -3,610 -8%
SAM
18
SignalPoint Asset Management
Missouri
$94K -$14K -1,831 -7%
ACM
19
AlphaStar Capital Management
North Carolina
$83K -$54.8K -7,163 -30%
BRWM
20
B. Riley Wealth Management
Tennessee
$83K -$28K -3,667 -15%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$77K +$7.48K +978 +5%
SFG
22
StrategIQ Financial Group
Indiana
$73K -$85.4K -11,172 -38%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
Ameriprise
24
Ameriprise
Minnesota
$58K -$195K -25,532 -64%
ABC
25
Associated Banc-Corp
Wisconsin
$58K +$111K +14,544 New
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