Safeguard Investment Advisory Group’s First Trust Latin America AlphaDEX Fund FLN Stock Holding History

Safeguard Investment Advisory 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
2021 Q1	–	Sell	-6	Closed	–	–	292
2020 Q4	$0	Buy	+6	New	+$102	﹤0.01%	740

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

Safeguard Investment Advisory Group's FLN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Latin America AlphaDEX Fund (FLN) in Q1 2021, closing a stake of 6 shares.

Safeguard Investment Advisory Group first reported a position in FLN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 14 funds tracked by Wall St. Rank hold FLN as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining First Trust Latin America AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 6 First Trust Latin America AlphaDEX Fund shares in Q1 2021.
Safeguard Investment Advisory Group first reported a position in First Trust Latin America AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's First Trust Latin America AlphaDEX Fund position peaked at $0 in Q4 2020.
14 funds tracked by Wall St. Rank held First Trust Latin America AlphaDEX Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.