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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
$15.5M +$3.54M +515,981 +36%
Wells Fargo
2
Wells Fargo
California
$14.3M -$2.73M -397,550 -18%
UBS Group
3
UBS Group
Switzerland
$12.5M -$1.73M -251,776 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.86M +$3.74M +544,979 +280%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.84M -$308K -44,944 -6%
LPL Financial
6
LPL Financial
California
$5.01M +$2.68M +391,556 +162%
RJA
7
Raymond James & Associates
Florida
$3.95M +$2.56M +374,111 +300%
CA
8
Crumly & Associates
Illinois
$2.85M +$2.2M +321,335 New
SI
9
Stephens Inc
Arkansas
$2.83M +$2.45M +357,456 New
Bank of America
10
Bank of America
North Carolina
$2.44M -$546K -79,665 -21%
SMF
11
Sterling Manor Financial
New York
$2.1M +$1.81M +264,340 New
Goldman Sachs
12
Goldman Sachs
New York
$1.98M – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.91M +$687K +100,159 +71%
Truist Financial
14
Truist Financial
North Carolina
$890K -$173K -25,267 -18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$881K +$90.6K +13,212 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$834K +$239K +34,881 +50%
FAIM
17
Financial Advocates Investment Management
Washington
$651K -$113K -16,498 -17%
Osaic Holdings
18
Osaic Holdings
Arizona
$642K -$3.11M -452,997 -85%
IAA
19
Independent Advisor Alliance
North Carolina
$603K +$38.3K +5,585 +8%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$556K +$244K +35,648 +103%
CFD
21
Creative Financial Designs
Indiana
$530K +$455K +66,424 +14,994%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$504K -$1.39M -203,106 -76%
PAG
23
Private Advisor Group
New Jersey
$457K +$395K +57,643 New
LFAS
24
Level Four Advisory Services
Texas
$386K +$43.2K +6,303 +15%
OC
25
Oppenheimer & Co
New York
$370K +$320K +46,699 New
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