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First Trust Small Cap Growth AlphaDEX Fund
FYC

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.2M +$31.5M +617,440 +65%
RJA
2
Raymond James & Associates
Florida
$44.8M +$12.7M +248,769 +41%
Bank of America
3
Bank of America
North Carolina
$39.5M +$10.5M +205,057 +37%
LPL Financial
4
LPL Financial
California
$33.6M +$9.51M +186,642 +41%
UBS Group
5
UBS Group
Switzerland
$13.9M +$3.31M +64,876 +32%
First Trust Advisors
6
First Trust Advisors
Illinois
$12.7M +$2.53M +49,638 +26%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$11.8M +$2.84M +55,686 +33%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$9.55M -$106K -2,079 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.35M +$4.39M +86,069 +117%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$4.03M +$28.6K +562 +0.7%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.79M +$1.65M +32,348 +81%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.33M +$389K +7,628 +14%
CCA
13
Clearwater Capital Advisors
Illinois
$2.67M -$114K -2,230 -4%
SAM
14
Shamrock Asset Management
Texas
$2.64M -$230K -4,515 -8%
CS
15
Credit Suisse
Switzerland
$2.62M – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.54M +$738K +14,485 +42%
DADC
17
D.A. Davidson & Co
Montana
$2.35M +$2.29M +44,871 New
TFA
18
Transamerica Financial Advisors
Florida
$2.22M -$22.4K -440 -1%
Wells Fargo
19
Wells Fargo
California
$2.03M +$708K +13,891 +56%
LA
20
LexAurum Advisors
Kansas
$2.02M +$164K +3,218 +9%
GRP
21
Global Retirement Partners
California
$1.67M +$1.63M +31,927 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.66M +$1.62M +31,740 New
IWM
23
IHT Wealth Management
Illinois
$1.64M +$1.37M +26,783 +584%
MWM
24
Merriman Wealth Management
Washington
$1.61M +$17.1K +335 +1%
SPIA
25
Steward Partners Investment Advisory
New York
$1.57M -$41.6K -816 -3%
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