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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
$268M +$59.3M +2,670,447 +28%
Morgan Stanley
2
Morgan Stanley
New York
$82M -$807K -36,329 -1%
Wells Fargo
3
Wells Fargo
California
$58.2M +$109K +4,930 +0.2%
Bank of America
4
Bank of America
North Carolina
$36.6M +$2.13M +96,116 +6%
U
5
UBS
Switzerland
$35.1M +$9.51M +428,170 +36%
PPA
6
Parametric Portfolio Associates
Washington
$33.3M +$4.38M +197,098 +15%
BFA
7
Beaumont Financial Advisors
Massachusetts
$30.5M +$8.2M +369,356 +36%
AIM
8
Astor Investment Management
Illinois
$16.4M +$4.3M +193,519 +35%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.7M +$742K +33,428 +6%
LPL Financial
10
LPL Financial
California
$12.3M +$860K +38,724 +7%
PI
11
Placemark Investments
Illinois
$12.3M +$3.03M +136,520 +32%
RJA
12
Raymond James & Associates
Florida
$11.7M +$3.18M +143,057 +36%
BUB
13
BBVA USA Bancshares
Texas
$8.52M +$33.2K +1,495 +0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.86M +$414K +18,645 +5%
Stifel Financial
15
Stifel Financial
Missouri
$6.16M +$1.17M +52,910 +23%
BTS
16
BB&T Securities
Virginia
$5.65M +$1.55M +69,735 +37%
Goldman Sachs
17
Goldman Sachs
New York
$5.03M +$1.25M +56,250 +32%
ONB
18
Old National Bancorp
Indiana
$4.18M -$489K -22,043 -10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.85M -$231K -10,415 -6%
AIG
20
American International Group
New York
$2.09M +$842K +37,929 +66%
BRWM
21
B. Riley Wealth Management
Tennessee
$2.09M +$53.7K +2,419 +3%
SAM
22
SignalPoint Asset Management
Missouri
$2.07M -$41.5K -1,868 -2%
HR
23
Howe & Rusling
New York
$1.92M +$41.3K +1,859 +2%
FAAS
24
First Allied Advisory Services
California
$1.52M +$1.05M +47,369 +213%
NA
25
Navellier & Associates
Nevada
$1.34M +$163K +7,351 +14%
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