First Trust Latin America AlphaDEX Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 103.19 K | $2.34 M | 65.32% | 10.32% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 35.29 K | $810.58 K | 10.72% | 3.53% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 31.89 K | $723.34 K | 6.48% | 3.19% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 31.35 K | $711.00 K | -1.42% | 3.14% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 27.91 K | $632.93 K | -8.49% | 2.94% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 27.53 K | $624.32 K | 3.14% | 2.75% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 25.50 K | $578.48 K | 3.09% | 2.55% |
| TRIAD WEALTH PARTNERS, LLC | 01/22/2026 | 10.50 K | $238.25 K | 100.00% | 1.11% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 1.42 K | $32.23 K | 1.36% | 0.14% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 1.04 K | $23.52 K | -8.71% | 0.11% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 623 | $14.00 K | 0.00% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 413 | $9.37 K | 0.00% | 0.04% |
| MORGAN STANLEY | 02/13/2026 | 178 | $4.06 K | 0.00% | 0.02% |
| MCILRATH & ECK, LLC | 02/03/2026 | 111 | $2.52 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 66 | $1.50 K | 100.00% | 0.01% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 54 | $1.23 K | -1.82% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 2 | $45 | 100.00% | 0.00% |
| GTS SECURITIES LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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First Trust Latin America AlphaDEX Fund institutional Ownership - FAQ's
During the previous two years, 29 institutional investors and hedge funds held shares of First Trust Latin America AlphaDEX Fund. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 60,708
ENVESTNET ASSET MANAGEMENT INC: 31,700
Farther Finance Advisors, LLC: 31,576
COTTONWOOD CAPITAL ADVISORS, LLC: 27,551
Cambridge Investment Research Advisors, Inc.: 19,272
Triad Wealth Partners, LLC: 8,902
31.28% of First Trust Latin America AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 527.35 K shares in the last 24 months. This purchase volume represents approximately $13.31 M in transactions.