Atwood & Palmer’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Atwood & Palmer’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
2017 Q1	–	Sell	-765	Closed	-$14K	–	310
2016 Q4	$14K	Hold	765	–	–	﹤0.01%	245
2016 Q3	$14K	Buy	+765	New	+$13.8K	﹤0.01%	245

Other funds holding FLN

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Atwood & Palmer's FLN Position: Q1 2017 in Review

Atwood & Palmer sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q1 2017, closing a stake of 765 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in FLN in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 29 funds tracked by Wall St. Rank hold FLN as of Q1 2017.

Atwood & Palmer reported no remaining First Trust Latin America AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 765 First Trust Latin America AlphaDEX Fund shares in Q1 2017, an estimated $14K.
Atwood & Palmer first reported a position in First Trust Latin America AlphaDEX Fund in Q3 2016 and held it in 2 quarters.
Atwood & Palmer's First Trust Latin America AlphaDEX Fund position peaked at $14K in Q4 2016.
29 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.