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First Trust Latin America AlphaDEX Fund (FLN) Institutional Ownership

First Trust Latin America AlphaDEX Fund logo
$25.58 -0.18 (-0.70%)
Closing price 07/24/2026 03:55 PM Eastern
Extended Trading
$25.56 -0.02 (-0.08%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Latin America AlphaDEX Fund (NASDAQ:FLN)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$275.95K
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FLN Institutional Buying and Selling by Quarter

First Trust Latin America AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 GK Wealth Management LLC10,826$268K0.1%N/A0.773%
5/13/2026Cetera Investment Advisers28,544$729K0.0%+11.9%2.039%
5/5/2026D.A. Davidson & CO.60,708$1.55M0.0%N/A4.336%
4/16/2026Balboa Wealth Partners7,976$204K0.0%N/A0.570%
4/16/2026Triad Wealth Partners LLC8,902$227K0.0%-15.3%0.636%
2/17/2026Cetera Investment Advisers25,504$578K0.0%+3.1%2.685%
2/17/2026Equitable Holdings Inc.31,347$711K0.0%-1.4%3.300%
2/11/2026LPL Financial LLC103,194$2.34M0.0%+65.3%10.863%
1/23/2026 Farther Finance Advisors LLC31,891$723K0.0%+6.5%3.357%
1/22/2026Triad Wealth Partners LLC10,504$238K0.0%N/A1.106%
1/14/2026 Cottonwood Capital Advisors LLC27,905$633K0.5%-8.5%3.986%
11/14/2025Equitable Holdings Inc.31,797$681K0.0%-10.9%4.542%
10/22/2025 Cottonwood Capital Advisors LLC30,495$653K0.5%+8.8%3.812%
8/20/2025Coppell Advisory Solutions LLC24,481$479K0.1%+106.1%3.060%
8/14/2025Raymond James Financial Inc.1,746$35K0.0%N/A0.218%
8/8/2025Cetera Investment Advisers26,233$523K0.0%N/A3.279%
8/1/2025Envestnet Asset Management Inc.26,593$530K0.0%N/A3.324%
7/29/2025 Cottonwood Capital Advisors LLC28,038$559K0.4%-3.5%3.505%
7/29/2025Stratos Wealth Partners LTD.10,101$201K0.0%-23.6%1.263%
5/19/2025Jane Street Group LLC13,498$234K0.0%-13.8%2.250%
5/16/2025Coppell Advisory Solutions LLC11,881$221K0.0%+39.1%1.980%
5/15/2025OLD Mission Capital LLC40,974$710K0.0%+95.1%6.829%
4/23/2025Cottonwood Capital Advisors LLC29,055$503K0.4%-5.2%4.843%
4/14/2025Farther Finance Advisors LLC30,056$531K0.0%N/A5.009%
2/27/2025REAP Financial Group LLC3,856$59K0.0%-28.1%0.454%
2/17/2025Cetera Investment Advisers10,704$163K0.0%N/A1.259%
2/17/2025Citadel Advisors LLC22,605$343K0.0%-64.3%2.659%
2/14/2025Jane Street Group LLC15,668$238K0.0%-77.3%1.843%
2/14/2025Headland Capital LLC203,520$3.09M1.1%N/A23.944%
2/14/2025Coppell Advisory Solutions LLC8,544$130K0.0%+225.1%1.005%
2/12/2025OLD Mission Capital LLC21,006$319K0.0%+7.1%2.471%
2/11/2025LPL Financial LLC37,761$574K0.0%-16.5%4.442%
1/21/2025Cottonwood Capital Advisors LLC30,636$465K0.3%+9.8%3.604%
1/14/2025SignalPoint Asset Management LLC30,107$457K0.1%-11.5%3.542%
11/15/2024Jane Street Group LLC69,053$1.25M0.0%+27.7%6.905%
11/4/2024Cottonwood Capital Advisors LLC27,906$503K0.4%+53.3%2.791%
8/15/2024Horizon Advisory Services Inc.22,133$390K0.2%+3.2%1.844%
8/13/2024Benjamin F. Edwards & Company Inc.2,022$36K0.0%-98.2%0.169%
7/17/2024Cottonwood Capital Advisors LLC18,203$335K0.3%+6.2%1.517%
5/1/2024StoneX Group Inc.10,505$217K0.0%N/A0.328%
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4/29/2024Benjamin F. Edwards & Company Inc.112,203$2.32M0.0%+3.2%3.506%
4/29/2024Horizon Advisory Services Inc.21,442$444K0.2%N/A0.670%
4/18/2024Saxon Interests Inc.26,138$541K0.3%+38.7%0.817%
4/11/2024SignalPoint Asset Management LLC34,246$711K0.2%-1.7%1.070%
2/13/2024First Trust Advisors LP2,147,928$44.66M0.0%-19.5%62.259%
2/6/2024Benjamin F. Edwards & Company Inc.108,708$2.26M0.0%-11.9%3.151%
1/24/2024International Assets Investment Management LLC3,742$78K0.0%N/A0.108%
1/18/2024Saxon Interests Inc.18,841$392K0.2%N/A0.523%
1/18/2024Good Life Advisors LLC12,586$262K0.0%+16.4%0.350%
1/16/2024Raymond James Financial Services Advisors Inc.87,864$1.83M0.0%N/A2.441%
1/16/2024Raymond James & Associates33,995$707K0.0%-3.0%0.944%
11/6/2023Cottonwood Capital Advisors LLC15,703$288K0.3%+5.2%0.469%
10/24/2023Raymond James & Associates35,029$641K0.0%-12.0%0.960%
10/5/2023Foundations Investment Advisors LLC13,670$250K0.0%N/A0.342%
8/9/2023Flow Traders U.S. LLC17,057$324K0.0%-14.4%0.341%
8/4/2023Cottonwood Capital Advisors LLC14,933$284K0.3%+3.8%0.299%
7/31/2023LPL Financial LLC29,651$564K0.0%+71.8%0.593%
7/25/2023Raymond James & Associates39,811$757K0.0%-2.2%0.796%
7/13/2023Saxon Interests Inc.19,567$372K0.2%-5.1%0.395%
7/12/2023SignalPoint Asset Management LLC35,157$668K0.2%+7.5%0.710%
4/27/2023Benjamin F. Edwards & Company Inc.138,360$2.39M0.1%-6.7%2.883%
4/14/2023Raymond James & Associates40,720$705K0.0%+81.8%0.848%
4/6/2023Saxon Interests Inc.20,612$357K0.2%-65.3%0.429%
3/6/2023OLD Mission Capital LLC134,508$2.26M0.1%+12.8%3.023%
2/9/2023First Trust Advisors LP3,293,645$55.23M0.1%+85.0%74.014%
2/7/2023Benjamin F. Edwards & Company Inc.148,346$2.49M0.1%+1,887.2%3.334%
2/7/2023Envestnet Asset Management Inc.12,566$211K0.0%N/A0.282%
2/6/2023Cottonwood Capital Advisors LLC14,034$235K0.2%+7.9%0.315%
1/31/2023Kestra Advisory Services LLC15,686$263K0.0%N/A0.361%
1/24/2023Saxon Interests Inc.59,462$1.02M0.6%N/A1.383%
11/15/2022First Trust Advisors LP1,780,559$27.90M0.0%-3.8%65.947%
11/15/2022Flow Traders U.S. LLC11,691$183K0.0%N/A0.433%
11/14/2022Transamerica Financial Advisors Inc.15,996$251K0.0%-12.7%0.592%
11/14/2022OLD Mission Capital LLC119,277$1.87M0.1%N/A4.418%
11/14/2022Equitable Holdings Inc.17,297$271K0.0%+9.5%0.641%
11/1/2022Cottonwood Capital Advisors LLC13,010$204K0.2%N/A0.482%
10/28/2022Benjamin F. Edwards & Company Inc.7,465$117K0.0%+38.5%0.276%
10/25/2022Raymond James & Associates14,130$221K0.0%-48.7%0.523%
8/11/2022Cetera Advisors LLC29,704$485K0.0%N/A1.165%
7/29/2022Walker Asset Management LLC409,810$7.77M0.7%N/A16.071%
7/25/2022Walker Asset Management LLC409,810$7.77M0.1%N/A16.071%
5/9/2022SignalPoint Asset Management LLC33,452$692K0.2%-2.1%1.287%


FLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of First Trust Latin America AlphaDEX Fund. The most heavily invested institutionals were Headland Capital LLC ($3.09M), LPL Financial LLC ($2.34M), D.A. Davidson & CO. ($1.55M), Cetera Investment Advisers ($729K), Farther Finance Advisors LLC ($723K), Equitable Holdings Inc. ($711K), and OLD Mission Capital LLC ($710K).Learn more on First Trust Latin America AlphaDEX Fund's institutional investors.

Of the 15 institutional investors that purchased First Trust Latin America AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Headland Capital LLC ($203.52K), D.A. Davidson & CO. ($60.71K), LPL Financial LLC ($40.77K), Cetera Investment Advisers ($40.74K), Farther Finance Advisors LLC ($32.00K), Envestnet Asset Management Inc. ($26.59K), and Coppell Advisory Solutions LLC ($21.85K).

Institutional investors have bought a total of 206,163 shares in the last 24 months. This purchase volume represents approximately $4.72M in transactions.

The following institutional investors have sold First Trust Latin America AlphaDEX Fund stock in the last 24 months: Equitable Holdings Inc. ($4.35K), Cottonwood Capital Advisors LLC ($3.61K), Stratos Wealth Partners LTD. ($3.12K), and Triad Wealth Partners LLC ($1.60K).

Institutional investors have sold a total of 12,676 shares in the last 24 months. This volume of shares sold represents approximately $275.95K in transactions.


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This page (NASDAQ:FLN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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