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First Trust Small Cap Value AlphaDEX Fund
FYT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
Blueprint Financial Advisors
North Carolina
$13.1M +$3.03M +54,222 +31%
BIP
2
Blueprint Investment Partners
North Carolina
$13.1M +$3.03M +54,222 +31%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M +$3.49M +62,534 +39%
LPL Financial
4
LPL Financial
California
$12.4M +$389K +6,976 +3%
Wells Fargo
5
Wells Fargo
California
$10.4M +$147K +2,635 +1%
KWM
6
Kingsview Wealth Management
Oregon
$7.37M +$2.03M +36,329 +39%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.04M +$835K +14,973 +16%
PWS
8
Proactive Wealth Strategies
Georgia
$3.55M -$171K -3,067 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.17M +$313K +5,618 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$2.77M -$97.6K -1,750 -3%
Truist Financial
11
Truist Financial
North Carolina
$2.73M +$171K +3,058 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.47M -$145K -2,599 -6%
UBS Group
13
UBS Group
Switzerland
$2.01M -$157K -2,819 -7%
TRCT
14
Tower Research Capital (TRC)
New York
$1.91M +$1.8M +32,296 +2,434%
KAS
15
Kestra Advisory Services
Texas
$1.83M -$2.68K -48 -0.1%
US Bancorp
16
US Bancorp
Minnesota
$1.78M +$46K +824 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.77M +$64.8K +1,162 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$968K -$15.8K -284 -2%
BAM
19
Belpointe Asset Management
Nevada
$814K -$4.69K -84 -0.6%
Osaic Holdings
20
Osaic Holdings
Arizona
$788K -$80.7K -1,446 -9%
PB
21
Pinnacle Bancorp
Nebraska
$760K – – –
GWP
22
Gateway Wealth Partners
Wisconsin
$688K +$6.42K +115 +1%
Stifel Financial
23
Stifel Financial
Missouri
$592K -$223 -4 -0%
CPIG
24
Chicago Partners Investment Group
Illinois
$531K +$4.24K +76 +0.9%
Goldman Sachs
25
Goldman Sachs
New York
$511K – – –
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