Who Owns FIRST TRUST LATIN AMERICA ALPHADEX FUND (FLN)? -- Institutional Holders (2026-06-30)

Name: FIRST TRUST LATIN AMERICA ALPHADEX FUND (FLN) Institutional Holders (2026-06-30)
Creator: ko.io

27 institutions reported holding $19.9M of FIRST TRUST LATIN AMERICA ALPHADEX FUND (FLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($6.0M), Farther Finance Advisors, LLC ($1.8M), D.A. DAVIDSON & CO. ($1.7M), Savvy Advisors, Inc. ($1.7M), OSAIC HOLDINGS, INC. ($1.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$6.0M	242,845	Trimmed
2	Farther Finance Advisors, LLC	$1.8M	72,372	Added
3	D.A. DAVIDSON & CO.	$1.7M	70,533	Added
4	Savvy Advisors, Inc.	$1.7M	68,154	Added
5	OSAIC HOLDINGS, INC.	$1.5M	61,014	Trimmed
6	JANE STREET GROUP, LLC	$1.0M	42,351	Trimmed
7	ENVESTNET ASSET MANAGEMENT INC	$819,779	33,155	Added
8	Equitable Holdings, Inc.	$762,704	30,847	Trimmed
9	Steward Partners Investment Advisory, LLC	$738,919	29,885	New
10	Cetera Investment Advisers	$712,065	28,799	Added
11	COTTONWOOD CAPITAL ADVISORS, LLC	$677,376	27,396	Trimmed
12	CIBC WORLD MARKET INC.	$516,118	20,874	New
13	Cambridge Investment Research Advisors, Inc.	$479,000	19,381	Added
14	OLD MISSION CAPITAL LLC	$362,152	14,647	New
15	Revisor Wealth Management LLC	$343,336	13,886	New
16	GK Wealth Management LLC	$267,677	10,826	New
17	RAYMOND JAMES FINANCIAL INC	$251,012	10,152	Trimmed
18	Global Retirement Partners, LLC	$145,930	5,902	New
19	REAP Financial Group, LLC	$35,826	1,449	Added
20	MORGAN STANLEY	$20,750	839	Added
21	Capital Analysts, LLC	$15,000	623	Hold
22	HARBOUR INVESTMENTS, INC.	$14,291	578	Added
23	Coppell Advisory Solutions LLC	$1,481	39,470	New
24	Transamerica Financial Advisors, LLC	$1,303	52	Hold
25	Balboa Wealth Partners	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30