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

MTM 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
Q4 		– Sell
-1,015
Closed -$18K – 290
2021
Q3 		$18K Hold
1,015
– – 0.01% 229
2021
Q2 		$20K Hold
1,015
– – 0.01% 223
2021
Q1 		$18K Hold
1,015
– – 0.01% 217
2020
Q4 		$20K Buy
+1,015
New +$17.3K 0.01% 196

Other funds holding FLN

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MTM Investment Management's FLN Position: Q4 2021 in Review

MTM Investment Management sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q4 2021, closing a stake of 1,015 shares — an estimated $18K sold.

MTM Investment Management first reported a position in FLN in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 15 funds tracked by Wall St. Rank hold FLN as of Q4 2021.

  • MTM Investment Management reported no remaining First Trust Latin America AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • MTM Investment Management sold 1,015 First Trust Latin America AlphaDEX Fund shares in Q4 2021, an estimated $18K.
  • MTM Investment Management first reported a position in First Trust Latin America AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
  • MTM Investment Management's First Trust Latin America AlphaDEX Fund position peaked at $20K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q4 2021.

Based on MTM Investment Management's 13F filing for Q4 2021, filed 8 Feb 2022.