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First Trust Financials AlphaDEX Fund
FXO

Name Holding Trade Value Shares
Change 		Change in
Stake
FSIM
1
F-Squared Investment Management
Massachusetts
$142M +$107M +5,146,797 +368%
Morgan Stanley
2
Morgan Stanley
New York
$69.4M +$12.1M +580,060 +22%
Wells Fargo
3
Wells Fargo
California
$46M +$2.51M +120,164 +6%
U
4
UBS
Switzerland
$26.8M +$15.3M +735,364 +147%
Bank of America
5
Bank of America
North Carolina
$24.2M +$7.41M +355,412 +47%
PPA
6
Parametric Portfolio Associates
Washington
$23.7M +$2.94M +141,097 +15%
BFA
7
Beaumont Financial Advisors
Massachusetts
$13.4M +$2.92M +139,882 +29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.88M +90,321 +20%
PWAG
9
Polaris Wealth Advisory Group
California
$11.7M +$695K +33,323 +7%
CM
10
Churchill Management
California
$7.92M +$7.6M +364,392 New
BUB
11
BBVA USA Bancshares
Texas
$7.57M +$557K +26,719 +8%
Goldman Sachs
12
Goldman Sachs
New York
$6.88M +$5.93M +284,152 +875%
RJA
13
Raymond James & Associates
Florida
$6.74M +$2.05M +98,398 +46%
PI
14
Placemark Investments
Illinois
$6.5M +$1.09M +52,396 +21%
LPL Financial
15
LPL Financial
California
$5.66M +$1.12M +53,510 +26%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.74M +$4.04M +193,798 +814%
TT
17
Tower Trust
Indiana
$4.58M +$130K +6,256 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.08M +$3.31M +158,948 +549%
BTS
19
BB&T Securities
Virginia
$3.58M +$610K +29,236 +22%
LI
20
LVZ Inc
Michigan
$3.56M +$3.41M +163,553 New
FA
21
FDx Advisors
Illinois
$3.53M +$550K +26,365 +19%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.64M -$476K -22,837 -16%
Citigroup
23
Citigroup
New York
$2.31M +$105K +5,013 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.08M +$211K +10,122 +12%
SAM
25
SignalPoint Asset Management
Missouri
$2.01M +$611K +29,320 +46%
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