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First Trust Utilities AlphaDEX Fund
FXU

Name Holding Trade Value Shares
Change 		Change in
Stake
FSIM
1
F-Squared Investment Management
Massachusetts
$223M +$213M +9,345,123 New
Bank of America
2
Bank of America
North Carolina
$88.9M +$21.9M +957,326 +35%
PPA
3
Parametric Portfolio Associates
Washington
$30.4M +$29.2M +1,276,596 New
Morgan Stanley
4
Morgan Stanley
New York
$23.1M +$14.8M +646,708 +202%
BFA
5
Beaumont Financial Advisors
Massachusetts
$22.8M +$21.8M +956,818 New
Wells Fargo
6
Wells Fargo
California
$22.2M +$15.8M +693,125 +291%
NCM
7
Niemann Capital Management
Nevada
$14.8M +$14.2M +621,808 New
PI
8
Placemark Investments
Illinois
$9.84M +$9.42M +412,506 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.06M +$8.24M +360,755 +1,911%
U
10
UBS
Switzerland
$4.71M -$265K -11,599 -6%
AIM
11
Astor Investment Management
Illinois
$4.22M +$3.71M +162,414 +1,123%
BTS
12
BB&T Securities
Virginia
$4.06M +$3.89M +170,321 New
SAM
13
SignalPoint Asset Management
Missouri
$2.55M -$47.1K -2,061 -2%
LPL Financial
14
LPL Financial
California
$2.3M +$1.04M +45,418 +89%
UCFA
15
United Capital Financial Advisors
Texas
$2.14M +$2.05M +89,704 New
RIA
16
Regal Investment Advisors
Michigan
$1.65M +$1.51M +66,063 +2,286%
VKH
17
Virtu KCG Holdings
New York
$1.49M +$1.43M +62,502 New
Goldman Sachs
18
Goldman Sachs
New York
$1.45M -$894K -39,169 -39%
SAM
19
Shamrock Asset Management
Texas
$1.35M +$1.29M +56,539 New
NFG
20
Noven Financial Group
Colorado
$1.34M +$1.28M +56,213 New
BRWM
21
B. Riley Wealth Management
Tennessee
$1.28M +$1.23M +53,698 New
CS
22
Credit Suisse
Switzerland
$1.07M +$60.3K +2,641 +6%
PFS
23
Prospera Financial Services
Texas
$916K +$877K +38,392 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$887K +$268K +11,723 +46%
PAG
25
Private Advisor Group
New Jersey
$881K -$116K -5,058 -12%
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