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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
Q2 		– Sell
-8,902
Closed -$227K – 570
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 $445B AUM 25.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Triad Wealth Partners's FLN Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q2 2026, closing a stake of 8,902 shares — an estimated $227K sold.

Triad Wealth Partners first reported a position in FLN in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 25 funds tracked by Wall St. Rank hold FLN as of Q2 2026.

  • Triad Wealth Partners reported no remaining First Trust Latin America AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,902 First Trust Latin America AlphaDEX Fund shares in Q2 2026, an estimated $227K.
  • Triad Wealth Partners first reported a position in First Trust Latin America AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's First Trust Latin America AlphaDEX Fund position peaked at $238K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.