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 | 05/06/2026 | 273.45 K | $6.98 M | 164.99% | 22.78% |
| JANE STREET GROUP, LLC | 05/12/2026 | 79.62 K | $2.03 M | 100.00% | 6.63% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 67.32 K | $1.72 M | 100.00% | 5.61% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 63.81 K | $1.63 M | 100.00% | 5.32% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 60.71 K | $1.55 M | 100.00% | 5.06% |
| GTS SECURITIES LLC | 05/15/2026 | 55.72 K | $1.42 M | 100.00% | 4.64% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 31.70 K | $809.11 K | 15.17% | 2.64% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 31.58 K | $818.95 K | -0.99% | 2.63% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 30.95 K | $701.93 K | -1.28% | 2.58% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 28.54 K | $728.54 K | 11.92% | 2.38% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 27.55 K | $703.21 K | -1.27% | 2.30% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 21.05 K | $537.23 K | 100.00% | 1.75% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.27 K | $492.00 K | 100.00% | 1.61% |
| TRIAD WEALTH PARTNERS, LLC | 04/16/2026 | 8.90 K | $227.21 K | -15.25% | 0.74% |
| BALBOA WEALTH PARTNERS | 04/16/2026 | 7.98 K | $203.57 K | 100.00% | 0.66% |
| REAP FINANCIAL GROUP, LLC | 05/11/2026 | 1.43 K | $36.61 K | 0.91% | 0.12% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 623 | $16.00 K | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 527 | $13.45 K | 27.60% | 0.04% |
| MORGAN STANLEY | 05/15/2026 | 177 | $4.53 K | -0.56% | 0.01% |
| MCILRATH & ECK, LLC | 05/19/2026 | 111 | $2.83 K | 0.00% | 0.01% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 52 | $1.35 K | -3.70% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 05/15/2026 | 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, 33 institutional investors and hedge funds held shares of First Trust Latin America AlphaDEX Fund. The most heavily invested institutionals were:
LPL Financial LLC: 273,449
JANE STREET GROUP, LLC: 79,617
Savvy Advisors, Inc.: 67,321
ADVISOR GROUP HOLDINGS, INC.: 63,811
D.A. DAVIDSON & CO.: 60,708
GTS SECURITIES LLC: 55,724
67.58% of First Trust Latin America AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 952.53 K shares in the last 24 months. This purchase volume represents approximately $24.04 M in transactions.