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First Trust Financials AlphaDEX Fund
FXO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91.7M -$3.07M -69,159 -3%
LPL Financial
2
LPL Financial
California
$64.3M +$1.17M +26,377 +2%
Wells Fargo
3
Wells Fargo
California
$62.2M -$8.66M -195,298 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.8M +$7.79M +175,641 +58%
Bank of America
5
Bank of America
North Carolina
$22.6M +$142K +3,191 +0.7%
UBS Group
6
UBS Group
Switzerland
$19.6M -$1.27M -28,586 -6%
RJA
7
Raymond James & Associates
Florida
$15.5M +$1.6M +35,969 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.7M +$6.22M +140,256 +133%
Truist Financial
9
Truist Financial
North Carolina
$10.8M +$5.54M +124,840 +123%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.9M +$2.27M +51,240 +38%
Stifel Financial
11
Stifel Financial
Missouri
$8.33M +$200K +4,510 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.7M +$1.03M +23,266 +17%
Ameriprise
13
Ameriprise
Minnesota
$6.56M -$1.63M -36,631 -21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.37M +$4.52M +101,820 +316%
SA
15
SFI Advisors
New Jersey
$6.07M +$1.35M +30,438 +31%
VCM
16
Virtue Capital Management
Tennessee
$5.99M +$5.95M +134,046 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.76M -$81.7K -1,842 -1%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$5.39M +$175K +3,936 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.15M -$1.24M -28,021 -21%
IAA
20
Independent Advisor Alliance
North Carolina
$4.47M -$470K -10,601 -10%
DADC
21
D.A. Davidson & Co
Montana
$3.99M +$15.7K +355 +0.4%
MCM
22
Monument Capital Management
Virginia
$3.87M +$2.96M +66,825 +460%
NA
23
Navellier & Associates
Nevada
$3.83M -$358K -8,063 -9%
GS
24
GTS Securities
Florida
$3.82M +$3.27M +73,732 +1,110%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.5M -$230K -5,188 -7%
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