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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
$213M -$84.5M -3,886,574 -29%
Morgan Stanley
2
Morgan Stanley
New York
$84.4M +$4.38M +201,586 +6%
Wells Fargo
3
Wells Fargo
California
$59.2M +$2.62M +120,535 +5%
Bank of America
4
Bank of America
North Carolina
$35.1M +$970K +44,627 +3%
PPA
5
Parametric Portfolio Associates
Washington
$29.5M -$14.6M -670,507 -34%
U
6
UBS
Switzerland
$26.2M +$457K +21,017 +2%
BFA
7
Beaumont Financial Advisors
Massachusetts
$22.8M -$1.52M -70,006 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.2M -$1.31M -60,325 -9%
AIM
9
Astor Investment Management
Illinois
$12.4M +$10.9M +503,148 +903%
LPL Financial
10
LPL Financial
California
$11.8M +$470K +21,619 +4%
PI
11
Placemark Investments
Illinois
$9.45M -$4.6M -211,819 -33%
RJA
12
Raymond James & Associates
Florida
$8.76M +$97.9K +4,504 +1%
BUB
13
BBVA USA Bancshares
Texas
$8.64M +$444K +20,418 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.6M -$662K -30,462 -8%
Stifel Financial
15
Stifel Financial
Missouri
$5.1M +$3.43M +157,643 +221%
ONB
16
Old National Bancorp
Indiana
$4.75M +$4.64M +213,369 New
BTS
17
BB&T Securities
Virginia
$4.21M -$2.2M -101,166 -35%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.15M +$548K +25,201 +16%
Goldman Sachs
19
Goldman Sachs
New York
$3.87M -$7.85M -360,935 -67%
SG Americas Securities
20
SG Americas Securities
New York
$3.64M +$3.55M +163,415 New
CS
21
Credit Suisse
Switzerland
$3.39M +$2.22M +102,021 +203%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.19M -$327K -15,046 -10%
SAM
23
SignalPoint Asset Management
Missouri
$2.15M -$48.8K -2,246 -2%
BRWM
24
B. Riley Wealth Management
Tennessee
$2.07M -$814K -37,439 -29%
HR
25
Howe & Rusling
New York
$1.92M +$1.87M +86,133 New
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