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First Trust Utilities AlphaDEX Fund
FXU

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.9M +$4.62M +136,234 +8%
CWM
2
Congress Wealth Management
Massachusetts
$43.4M -$10.5M -310,291 -18%
LPL Financial
3
LPL Financial
California
$24.4M +$13.9M +408,739 +105%
Wells Fargo
4
Wells Fargo
California
$21M +$3.98M +117,443 +21%
VCM
5
Virtue Capital Management
Tennessee
$12.9M +$3.92M +115,614 +38%
UBS Group
6
UBS Group
Switzerland
$10.5M +$2.66M +78,409 +30%
AWM
7
AE Wealth Management
Kansas
$9.78M +$10.9M +320,047 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.79M +$5.67M +167,078 +190%
RJA
9
Raymond James & Associates
Florida
$7.03M +$5.25M +154,714 +205%
Truist Financial
10
Truist Financial
North Carolina
$6.7M -$568K -16,732 -7%
KAS
11
Kestra Advisory Services
Texas
$6.15M +$5.94M +174,961 +663%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.86M +$3.87M +114,021 +147%
Bank of America
13
Bank of America
North Carolina
$5.72M -$637K -18,767 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.72M +$208K +6,141 +3%
CAN
15
Cetera Advisor Networks
California
$4.93M +$659K +19,433 +14%
FEG
16
Financial Enhancement Group
Indiana
$4.45M -$25.7K -758 -0.5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.18M +$3.93M +115,937 +557%
CAG
18
Csenge Advisory Group
Florida
$4.07M +$4.52M +133,235 New
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.86M +$620K +18,279 +24%
Citadel Advisors
20
Citadel Advisors
Florida
$2.81M +$3.12M +91,882 New
HI
21
Harbour Investments
Wisconsin
$2.44M – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.27M +$712K +20,987 +39%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.11M +$2.35M +69,155 New
MWM
24
MinichMacGregor Wealth Management
New York
$1.92M +$2.13M +62,879 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.76M -$504K -14,868 -21%
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