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First Trust Utilities AlphaDEX Fund
FXU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$55.9M +$9.93M +295,830 +21%
Morgan Stanley
2
Morgan Stanley
New York
$53.6M +$26.2M +780,326 +89%
Wells Fargo
3
Wells Fargo
California
$18.5M +$13.4M +399,709 +233%
LPL Financial
4
LPL Financial
California
$12.6M +$5.24M +156,107 +67%
VCM
5
Virtue Capital Management
Tennessee
$9.87M +$10.3M +305,469 New
UBS Group
6
UBS Group
Switzerland
$8.55M +$674K +20,059 +8%
Truist Financial
7
Truist Financial
North Carolina
$7.63M +$2.67M +79,425 +51%
Bank of America
8
Bank of America
North Carolina
$6.66M +$1.55M +46,134 +29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.85M +$1.15M +34,360 +23%
FEG
10
Financial Enhancement Group
Indiana
$4.73M +$4.92M +146,484 New
CAN
11
Cetera Advisor Networks
California
$4.59M +$3.36M +99,929 +237%
KA
12
Kovack Advisors
Florida
$3.37M +$3.5M +104,308 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.84M +$2.23M +66,437 +310%
Stifel Financial
14
Stifel Financial
Missouri
$2.77M +$417K +12,411 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.52M +$643K +19,148 +33%
HI
16
Harbour Investments
Wisconsin
$2.44M +$2.53M +75,488 New
RJA
17
Raymond James & Associates
Florida
$2.43M +$296K +8,823 +13%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$2.43M +$1.26M +37,653 +100%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.34M +$231K +6,871 +10%
CA
20
CoreCap Advisors
Michigan
$1.88M +$1.95M +58,129 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.83M +$162K +4,822 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.72M +$649K +19,342 +57%
PAG
23
Private Advisor Group
New Jersey
$1.51M +$1.26M +37,476 +398%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.45M +$516K +15,356 +52%
TFA
25
Transamerica Financial Advisors
Florida
$1.35M +$1.41M +41,860 +69,767%
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