Freedom Investment Management’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Freedom Investment Management’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
2021 Q1	–	Sell	-14,024	Closed	-$272K	–	870
2020 Q4	$272K	Sell	14,024 -2,250	-14%	-$38.4K	0.03%	495
2020 Q3	$241K	Sell	16,274 -2,540	-14%	-$39.9K	0.03%	463
2020 Q2	$272K	Sell	18,814 -345	-2%	-$4.7K	0.03%	428
2020 Q1	$423K	Buy	19,159 +3,726	+24%	+$73.2K	0.04%	384
2019 Q4	$349K	Sell	15,433 -1,960	-11%	-$40.9K	0.03%	449
2019 Q3	$355K	Sell	17,393 -4,281	-20%	-$88.1K	0.03%	448
2019 Q2	$446K	Sell	21,674 -1,479	-6%	-$29.3K	0.04%	390
2019 Q1	$457K	Buy	+23,153	New	+$473K	0.04%	399

Other funds holding FLN

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Freedom Investment Management's FLN Position: Q1 2021 in Review

Freedom Investment Management sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q1 2021, closing a stake of 14,024 shares — an estimated $272K sold.

Freedom Investment Management first reported a position in FLN in Q1 2019 and held it in 8 quarters. The position peaked at $457K in Q1 2019. 14 funds tracked by Wall St. Rank hold FLN as of Q1 2021.

Freedom Investment Management reported no remaining First Trust Latin America AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Freedom Investment Management sold 14,024 First Trust Latin America AlphaDEX Fund shares in Q1 2021, an estimated $272K.
Freedom Investment Management first reported a position in First Trust Latin America AlphaDEX Fund in Q1 2019 and held it in 8 quarters.
Freedom Investment Management's First Trust Latin America AlphaDEX Fund position peaked at $457K in Q1 2019.
14 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.