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 | 08/07/2026 | 242.85 K | $6.00 M | -11.19% | 15.18% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 72.37 K | $1.79 M | 129.20% | 4.52% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 70.53 K | $1.74 M | 16.18% | 4.41% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 68.15 K | $1.69 M | 1.24% | 4.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 61.01 K | $1.51 M | -4.38% | 3.81% |
| JANE STREET GROUP, LLC | 08/14/2026 | 42.35 K | $1.05 M | -46.81% | 2.65% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 39.47 K | $1.48 K | 100.00% | 2.47% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 33.16 K | $819.78 K | 4.59% | 2.07% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 30.85 K | $762.70 K | -0.32% | 1.93% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 29.89 K | $738.92 K | 100.00% | 1.87% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 28.80 K | $712.07 K | 0.89% | 1.80% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 27.40 K | $677.38 K | -0.56% | 1.71% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 20.87 K | $516.12 K | 100.00% | 1.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.38 K | $479.00 K | 0.57% | 1.21% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 14.65 K | $362.15 K | 100.00% | 0.92% |
| REVISOR WEALTH MANAGEMENT LLC | 07/22/2026 | 13.89 K | $343.34 K | 100.00% | 0.87% |
| GK WEALTH MANAGEMENT LLC | 07/07/2026 | 10.83 K | $267.68 K | 100.00% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 10.15 K | $251.01 K | -51.77% | 0.63% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 5.90 K | $145.93 K | 100.00% | 0.37% |
| TUCKER ASSET MANAGEMENT LLC | 08/27/2026 | 1.74 K | $43.12 K | 15.34% | 0.11% |
| REAP FINANCIAL GROUP, LLC | 08/04/2026 | 1.45 K | $35.83 K | 1.05% | 0.09% |
| MORGAN STANLEY | 08/13/2026 | 839 | $20.75 K | 374.01% | 0.05% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 623 | $15.00 K | 0.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 578 | $14.29 K | 9.68% | 0.04% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 52 | $1.30 K | 0.00% | 0.00% |
| GTS SECURITIES LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BALBOA WEALTH PARTNERS | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| TRIAD WEALTH PARTNERS, LLC | 08/10/2026 | 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, 37 institutional investors and hedge funds held shares of First Trust Latin America AlphaDEX Fund. The most heavily invested institutionals were:
LPL Financial LLC: 242,845
Farther Finance Advisors, LLC: 72,372
D.A. DAVIDSON & CO.: 70,533
Savvy Advisors, Inc.: 68,154
ADVISOR GROUP HOLDINGS, INC.: 61,014
JANE STREET GROUP, LLC: 42,351
52.99% of First Trust Latin America AlphaDEX Fund stock is owned by institutional investors.
Institutional investors have bought a total of 988.31 K shares in the last 24 months. This purchase volume represents approximately $24.94 M in transactions.