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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
$294M +$148M +6,931,501 +106%
Morgan Stanley
2
Morgan Stanley
New York
$78.3M +$8.48M +396,242 +12%
Wells Fargo
3
Wells Fargo
California
$55.5M +$9.11M +425,839 +20%
PPA
4
Parametric Portfolio Associates
Washington
$43.6M +$19.4M +906,619 +83%
Bank of America
5
Bank of America
North Carolina
$33.5M +$8.96M +418,579 +38%
U
6
UBS
Switzerland
$25.2M -$1.67M -77,982 -6%
BFA
7
Beaumont Financial Advisors
Massachusetts
$23.9M +$10.3M +480,958 +78%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.3M +$2.26M +105,592 +19%
PI
9
Placemark Investments
Illinois
$13.9M +$7.22M +337,130 +113%
PWAG
10
Polaris Wealth Advisory Group
California
$12M +$262K +12,236 +2%
Goldman Sachs
11
Goldman Sachs
New York
$11.7M +$4.67M +218,338 +69%
LPL Financial
12
LPL Financial
California
$11.1M +$5.28M +246,928 +95%
RJA
13
Raymond James & Associates
Florida
$8.49M +$1.69M +79,011 +25%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$8.34M +$3.52M +164,455 +76%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.11M +$3.93M +183,759 +98%
BUB
16
BBVA USA Bancshares
Texas
$8.03M +$421K +19,691 +6%
BTS
17
BB&T Securities
Virginia
$6.33M +$2.68M +125,394 +76%
TT
18
Tower Trust
Indiana
$4.68M +$75.5K +3,529 +2%
LI
19
LVZ Inc
Michigan
$3.75M +$176K +8,234 +5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.52M +$1.4M +65,404 +68%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.46M +$790K +36,904 +30%
BRWM
22
B. Riley Wealth Management
Tennessee
$2.85M +$2.79M +130,590 New
Citigroup
23
Citigroup
New York
$2.33M +$13.3K +622 +0.6%
SAM
24
SignalPoint Asset Management
Missouri
$2.16M +$134K +6,246 +7%
FA
25
FDx Advisors
Illinois
$1.94M -$1.7M -79,416 -47%
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