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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
$39.7M +$3.72M +104,906 +11%
LPL Financial
2
LPL Financial
California
$20.9M +$3.76M +106,150 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.5M +$680K +19,184 +5%
Truist Financial
4
Truist Financial
North Carolina
$13.5M -$574K -16,180 -4%
CAG
5
Csenge Advisory Group
Florida
$12.3M +$427K +12,051 +4%
UBS Group
6
UBS Group
Switzerland
$9.89M +$2.72M +76,775 +43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.67M +$2.33M +65,663 +35%
PCH
8
PGIM Custom Harvest
New Jersey
$9M -$404K -11,409 -5%
Wells Fargo
9
Wells Fargo
California
$8.48M +$599K +16,903 +8%
HI
10
Harbour Investments
Wisconsin
$8.41M -$2.59M -73,002 -25%
Bank of America
11
Bank of America
North Carolina
$8.11M +$4.03M +113,718 +117%
DWA
12
Delos Wealth Advisors
Texas
$5.28M +$383K +10,794 +9%
RJA
13
Raymond James & Associates
Florida
$3.82M -$159K -4,482 -4%
Stifel Financial
14
Stifel Financial
Missouri
$3.52M +$1.17M +33,065 +57%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.15M +$1.23M +34,772 +74%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.97M +$2.34M +65,939 +583%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.64M +$178K +5,015 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.55M -$50K -1,411 -2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.48M +$40K +1,128 +3%
SPC
20
Sigma Planning Corp
Michigan
$1.45M +$73.8K +2,082 +6%
PAG
21
Private Advisor Group
New Jersey
$1.44M +$262K +7,393 +25%
CAS
22
Coppell Advisory Solutions
Texas
$1.21M +$31.2K +879 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.18M +$89K +2,509 +9%
KWA
24
Kingswood Wealth Advisors
California
$1.04M +$962K +27,146 New
Citadel Advisors
25
Citadel Advisors
Florida
$979K -$289K -8,154 -24%
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