FLN Institutional Ownership
First Trust Latin America AlphaDEX Fund
1W: +0.7%
1M: -2.4%
3M: +3.0%
YTD: +12.9%
1Y: +23.0%
3Y: +56.3%
5Y: +73.1%
$25.77
+0.46 (+1.83%)
Weekly Expected Move ±2.6%
$24
$25
$26
$26
$27
Overview
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Short Interest
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Institutional Ownership — FLN
28
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
7
New Positions
10
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 242,845 | 6M | -30,604 | -11.2% | 20Q | SEC ↗ |
| 2 | Farther Finance Advisors, LLC | 72,372 | 2M | +40,796 | +129.2% | 6Q | SEC ↗ |
| 3 | D.A. DAVIDSON & CO. | 70,533 | 2M | +9,825 | +16.2% | 2Q | SEC ↗ |
| 4 | Savvy Advisors, Inc. | 68,154 | 2M | +833 | +1.2% | 2Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 61,014 | 2M | -2,797 | -4.4% | 2Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 42,351 | 1M | -37,266 | -46.8% | 2Q | SEC ↗ |
| 7 | Coppell Advisory Solutions LLC NEW | 39,470 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 33,155 | 855K | +1,455 | +4.6% | 5Q | SEC ↗ |
| 9 | Equitable Holdings, Inc. | 30,847 | 795K | -100 | -0.3% | 7Q | SEC ↗ |
| 10 | Steward Partners Investment Advisory, NEW | 29,885 | 770K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 28,799 | 742K | +255 | +0.9% | 5Q | SEC ↗ |
| 12 | COTTONWOOD CAPITAL ADVISORS, LLC | 27,396 | 706K | -155 | -0.6% | 16Q | SEC ↗ |
| 13 | CIBC WORLD MARKET INC. NEW | 20,874 | 538K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 19,381 | 500K | +109 | +0.6% | 2Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC NEW | 14,647 | 378K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Revisor Wealth Management LLC NEW | 13,886 | 358K | — | +0.0% | 1Q | SEC ↗ |
| 17 | GK Wealth Management LLC NEW | 10,826 | 279K | — | +0.0% | 1Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 10,152 | 262K | -10,896 | -51.8% | 2Q | SEC ↗ |
| 19 | Global Retirement Partners, LLC NEW | 5,902 | 152K | — | +0.0% | 1Q | SEC ↗ |
| 20 | TUCKER ASSET MANAGEMENT LLC | 1,744 | 45K | +232 | +15.3% | 10Q | SEC ↗ |
| 21 | REAP Financial Group, LLC | 1,449 | 37K | +15 | +1.0% | 11Q | SEC ↗ |
| 22 | MORGAN STANLEY | 839 | 22K | +662 | +374.0% | 15Q | SEC ↗ |
| 23 | Capital Analysts, LLC | 623 | 16K | — | +0.0% | 6Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 578 | 15K | +51 | +9.7% | 6Q | SEC ↗ |
| 25 | McIlrath & Eck, LLC | 111 | 3K | — | +0.0% | 21Q | SEC ↗ |
| 26 | Transamerica Financial Advisors, LLC | 52 | 1K | — | +0.0% | 18Q | SEC ↗ |
| 27 | Triad Wealth Partners, LLC | 0 | 0K | -8,902 | -100.0% | 2Q | SEC ↗ |
| 28 | Balboa Wealth Partners | 0 | 0K | -7,976 | -100.0% | 1Q | SEC ↗ |
| 29 | GTS SECURITIES LLC | 0 | 0K | -55,724 | -100.0% | 1Q | SEC ↗ |
| 30 | EverSource Wealth Advisors, LLC | 0 | 0K | -2 | -100.0% | 1Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 0 | 0K | -66 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 39,470 | 1M |
| Steward Partners Investment Advisor | 29,885 | 770K |
| CIBC WORLD MARKET INC. | 20,874 | 538K |
| OLD MISSION CAPITAL LLC | 14,647 | 378K |
| Revisor Wealth Management LLC | 13,886 | 358K |
| GK Wealth Management LLC | 10,826 | 279K |
| Global Retirement Partners, LLC | 5,902 | 152K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 55,724 | 1M |
| Triad Wealth Partners, LLC | 8,902 | 229K |
| Balboa Wealth Partners | 7,976 | 206K |
| JPMORGAN CHASE & CO | 66 | 2K |
| EverSource Wealth Advisors, LLC | 2 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +40,796 | +129.2% | 72,372 |
| D.A. DAVIDSON & CO. | +9,825 | +16.2% | 70,533 |
| ENVESTNET ASSET MANAGEMENT INC | +1,455 | +4.6% | 33,155 |
| Savvy Advisors, Inc. | +833 | +1.2% | 68,154 |
| MORGAN STANLEY | +662 | +374.0% | 839 |
| Cetera Investment Advisers | +255 | +0.9% | 28,799 |
| TUCKER ASSET MANAGEMENT LLC | +232 | +15.3% | 1,744 |
| Cambridge Investment Research Advis | +109 | +0.6% | 19,381 |
| HARBOUR INVESTMENTS, INC. | +51 | +9.7% | 578 |
| REAP Financial Group, LLC | +15 | +1.0% | 1,449 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -37,266 | -46.8% | 42,351 |
| LPL Financial LLC | -30,604 | -11.2% | 242,845 |
| RAYMOND JAMES FINANCIAL INC | -10,896 | -51.8% | 10,152 |
| OSAIC HOLDINGS, INC. | -2,797 | -4.4% | 61,014 |
| COTTONWOOD CAPITAL ADVISORS, LLC | -155 | -0.6% | 27,396 |
| Equitable Holdings, Inc. | -100 | -0.3% | 30,847 |