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First Trust Utilities AlphaDEX Fund
FXU

Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$694M +$631M +26,726,348 New
Morgan Stanley
2
Morgan Stanley
New York
$167M +$136M +5,756,704 +875%
Wells Fargo
3
Wells Fargo
California
$114M +$92.8M +3,929,683 +888%
Bank of America
4
Bank of America
North Carolina
$51.8M +$37.3M +1,578,858 +381%
UBS Group
5
UBS Group
Switzerland
$50.9M +$31.7M +1,342,381 +218%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$43.1M +$39.1M +1,657,600 New
HA
7
Hays Advisory
Tennessee
$27.7M +$25.2M +1,065,479 New
MFS
8
MSI Financial Services
Massachusetts
$22.8M +$20.4M +865,657 +6,833%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$22.8M +$20.4M +865,697 +8,592%
RJA
10
Raymond James & Associates
Florida
$22.1M +$19.3M +815,216 +2,310%
CI
11
Cavalier Investments
Georgia
$19.7M +$17.9M +759,637 New
SAM
12
Shamrock Asset Management
Texas
$17M +$15.4M +652,606 New
LPL Financial
13
LPL Financial
California
$15.3M +$11M +467,013 +343%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.7M +$10.6M +448,636 New
Stifel Financial
15
Stifel Financial
Missouri
$11.2M +$9.76M +413,244 +2,391%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.4M +$8.89M +376,420 +1,506%
BFA
17
Beaumont Financial Advisors
Massachusetts
$7.83M +$7.11M +301,189 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.71M +$5.38M +227,983 +748%
TFA
19
Transamerica Financial Advisors
Florida
$4.95M +$4.5M +190,462 New
FHA
20
First Horizon Advisors
Tennessee
$4.39M +$4.09M +173,132 New
AIM
21
Astor Investment Management
Illinois
$4.22M +$3.83M +162,328 New
LFG
22
LifePlan Financial Group
Ohio
$3.87M +$3.52M +149,025 New
UCFA
23
United Capital Financial Advisors
Texas
$3.72M +$3.38M +143,065 New
NC
24
NewSquare Capital
Pennsylvania
$3.53M +$3.21M +136,033 New
BTS
25
BB&T Securities
Virginia
$2.98M +$2.71M +114,879 New
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