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First Trust Small Cap Value AlphaDEX Fund
FYT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$10.2M +211,746 +80%
Wells Fargo
2
Wells Fargo
California
$17.8M +$2.02M +41,928 +12%
LPL Financial
3
LPL Financial
California
$15.5M +$2.88M +59,708 +21%
GVAG
4
Great Valley Advisor Group
Delaware
$10.6M -$4.06M -84,299 -27%
SS
5
Simplicity Solutions
Minnesota
$9.93M +$10.5M +217,262 New
BIP
6
Blueprint Investment Partners
North Carolina
$8.96M +$5.45M +112,945 +136%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.09M +$7.68M +159,331 +897%
Truist Financial
8
Truist Financial
North Carolina
$7.75M +$7.81M +161,875 +2,087%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.02M -$2.07M -42,997 -25%
RJA
10
Raymond James & Associates
Florida
$5.32M +$2.62M +54,306 +87%
PAG
11
Private Advisor Group
New Jersey
$4.07M +$532K +11,025 +14%
UBS Group
12
UBS Group
Switzerland
$3.98M +$86.1K +1,785 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.08M -$5.62M -116,528 -63%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.69M +$60.1K +1,246 +2%
HI
15
Harbour Investments
Wisconsin
$2.49M +$131K +2,707 +5%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$2.46M +$1.06M +21,925 +69%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.3M +$382K +7,930 +19%
KWM
18
Kingsview Wealth Management
Oregon
$2.21M +$92.4K +1,917 +4%
BAM
19
Belpointe Asset Management
Nevada
$1.7M -$41.6K -862 -2%
KAS
20
Kestra Advisory Services
Texas
$1.22M +$84.1K +1,744 +7%
Stifel Financial
21
Stifel Financial
Missouri
$1.18M +$359K +7,440 +41%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.13M -$160K -3,311 -12%
US Bancorp
23
US Bancorp
Minnesota
$1.05M +$32.3K +670 +3%
AWS
24
Atria Wealth Solutions
New York
$1.04M -$276K -5,718 -20%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.03M -$794K -16,461 -42%
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