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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
$30.7M +$902K +27,042 +3%
LPL Financial
2
LPL Financial
California
$14.4M +$1.71M +51,383 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M +$5.15M +154,194 +67%
Truist Financial
4
Truist Financial
North Carolina
$12.1M +$4.9M +146,964 +67%
CAG
5
Csenge Advisory Group
Florida
$10.3M +$3.88M +116,203 +60%
HI
6
Harbour Investments
Wisconsin
$9.64M -$145K -4,357 -1%
PCH
7
PGIM Custom Harvest
New Jersey
$8.11M -$753K -22,550 -8%
Wells Fargo
8
Wells Fargo
California
$6.73M +$1.09M +32,751 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.14M +$2.51M +75,331 +68%
UBS Group
10
UBS Group
Switzerland
$5.96M +$4.2M +125,780 +231%
DWA
11
Delos Wealth Advisors
Texas
$4.18M +$662K +19,824 +19%
RJA
12
Raymond James & Associates
Florida
$3.43M -$79.6K -2,386 -2%
Bank of America
13
Bank of America
North Carolina
$3.21M +$613K +18,360 +23%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.24M -$1.05M -31,345 -32%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.1M -$1.06M -31,646 -33%
Stifel Financial
16
Stifel Financial
Missouri
$1.93M +$1.28M +38,211 +190%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$1.83M +$34.2K +1,025 +2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.69M +$1.24M +37,147 +268%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.55M -$519K -15,564 -25%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.24M +$524K +15,689 +72%
SPC
21
Sigma Planning Corp
Michigan
$1.18M +$1.19M +35,669 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.11M +$451K +13,512 +67%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.1M +$11.7K +351 +1%
CAS
24
Coppell Advisory Solutions
Texas
$1.02M +$1.02M +30,693 New
PAG
25
Private Advisor Group
New Jersey
$994K -$673K -20,166 -40%
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