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First Trust Small Cap Value AlphaDEX Fund
FYT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$11.8M +$812K +14,953 +8%
Wells Fargo
2
Wells Fargo
California
$10.1M -$231K -4,255 -2%
BIP
3
Blueprint Investment Partners
North Carolina
$9.85M +$2.94M +54,166 +44%
BFA
4
Blueprint Financial Advisors
North Carolina
$9.85M +$9.57M +176,201 New
Morgan Stanley
5
Morgan Stanley
New York
$8.95M +$146K +2,684 +2%
KWM
6
Kingsview Wealth Management
Oregon
$5.23M -$7.5K -138 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.12M -$1.33M -24,456 -21%
PWS
8
Proactive Wealth Strategies
Georgia
$3.67M -$197K -3,635 -5%
Raymond James Financial
9
Raymond James Financial
Florida
$2.83M -$157K -2,887 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.82M +$909K +16,732 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.58M +$70.4K +1,297 +3%
Truist Financial
12
Truist Financial
North Carolina
$2.52M +$111K +2,047 +5%
UBS Group
13
UBS Group
Switzerland
$2.14M -$478K -8,805 -19%
KAS
14
Kestra Advisory Services
Texas
$1.81M -$94.6K -1,741 -5%
US Bancorp
15
US Bancorp
Minnesota
$1.71M +$25.7K +473 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.68M -$108K -1,984 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$970K -$8.53K -157 -0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$865K -$50.8K -935 -6%
BAM
19
Belpointe Asset Management
Nevada
$807K +$57K +1,050 +8%
PB
20
Pinnacle Bancorp
Nebraska
$750K – – –
GWP
21
Gateway Wealth Partners
Wisconsin
$672K +$49.9K +919 +8%
PAG
22
Private Advisor Group
New Jersey
$633K -$13K -239 -2%
Stifel Financial
23
Stifel Financial
Missouri
$584K -$79K -1,455 -12%
Goldman Sachs
24
Goldman Sachs
New York
$504K – – –
TWM
25
TCFG Wealth Management
California
$504K – – –
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