Next Financial Group’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Next Financial Group’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 Q4	–	Sell	-740	Closed	-$17K	–	641
2017 Q3	$17K	Buy	740 +240	+48%	+$5.12K	﹤0.01%	1025
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	1309
2017 Q1	$10K	Buy	+500	New	+$10.4K	﹤0.01%	1270

Other funds holding FLN

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

SG Americas Securities New York $92.9B AUM 36.98% 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

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

RJA

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

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Next Financial Group's FLN Position: Q4 2017 in Review

Next Financial Group sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q4 2017, closing a stake of 740 shares — an estimated $17K sold.

Next Financial Group first reported a position in FLN in Q1 2017 and held it in 3 quarters. The position peaked at $17K in Q3 2017. 18 funds tracked by Wall St. Rank hold FLN as of Q4 2017.

Next Financial Group reported no remaining First Trust Latin America AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 740 First Trust Latin America AlphaDEX Fund shares in Q4 2017, an estimated $17K.
Next Financial Group first reported a position in First Trust Latin America AlphaDEX Fund in Q1 2017 and held it in 3 quarters.
Next Financial Group's First Trust Latin America AlphaDEX Fund position peaked at $17K in Q3 2017.
18 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.