Foundations Investment Advisors’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Foundations Investment Advisors’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
2023 Q4	–	Sell	-13,670	Closed	-$250K	–	687
2023 Q3	$250K	Buy	+13,670	New	+$262K	0.01%	551

Other funds holding FLN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

SAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Foundations Investment Advisors's FLN Position: Q4 2023 in Review

Foundations Investment Advisors sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q4 2023, closing a stake of 13,670 shares — an estimated $250K sold.

Foundations Investment Advisors first reported a position in FLN in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 25 funds tracked by Wall St. Rank hold FLN as of Q4 2023.

Foundations Investment Advisors reported no remaining First Trust Latin America AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Foundations Investment Advisors sold 13,670 First Trust Latin America AlphaDEX Fund shares in Q4 2023, an estimated $250K.
Foundations Investment Advisors first reported a position in First Trust Latin America AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
Foundations Investment Advisors's First Trust Latin America AlphaDEX Fund position peaked at $250K in Q3 2023.
25 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.