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Triad Wealth Partners’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Triad Wealth Partners’s Portfolio FLN Stock Details FLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Sell
8,902
-1,602
-15% -$40.8K 0.02% 450
2025
Q4 		$238K Buy
+10,504
New +$230K 0.02% 431

Other funds holding FLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Triad Wealth Partners's FLN Position: Q1 2026 in Review

Triad Wealth Partners reduced its First Trust Latin America AlphaDEX Fund (FLN) stake by 15% in Q1 2026, selling an estimated $40.8K and leaving 8,902 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #450.

Triad Wealth Partners first reported a position in FLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 21 funds tracked by Wall St. Rank hold FLN as of Q1 2026.

  • Triad Wealth Partners held 8,902 shares of First Trust Latin America AlphaDEX Fund worth $227K as of Q1 2026.
  • Triad Wealth Partners sold 1,602 First Trust Latin America AlphaDEX Fund shares in Q1 2026, an estimated $40.8K.
  • First Trust Latin America AlphaDEX Fund made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #450 holding.
  • Triad Wealth Partners first reported a position in First Trust Latin America AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Triad Wealth Partners's First Trust Latin America AlphaDEX Fund position peaked at $238K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.