First Trust Latin America AlphaDEX Fund
25 hedge funds and large institutions have $65M invested in First Trust Latin America AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
83% more capital invested
Capital invested by funds: $35.5M → $65M (+$29.5M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
14% more funds holding
Funds holding: 22 → 25 (+3)
8.24% more ownership
Funds ownership: 84.01% → 92.26% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$25.5M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.37M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
+$1M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$264K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$465K |
| 3 |
Jane Street
New York
|
-$445K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$183K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$89.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$183K | -11,691 | Closed |
|
|
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$104 | -16 | Closed |
|
28
Rockefeller Capital Management
New York
| – | +$84 | +5 | New |
|
FLN Hedge Fund Activity: Q4 2022 in Review
25 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Latin America AlphaDEX Fund (FLN) for Q4 2022, worth a combined $65M — up 83% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLN positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $25.5M. The largest seller was Citadel Advisors, cutting an estimated $1.31M.
- 25 institutional investors held First Trust Latin America AlphaDEX Fund (FLN) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $65M of First Trust Latin America AlphaDEX Fund stock for Q4 2022, up 83% quarter-over-quarter.
- 7 funds opened new First Trust Latin America AlphaDEX Fund positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest First Trust Latin America AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $25.5M added.
- The largest First Trust Latin America AlphaDEX Fund seller in Q4 2022 was Citadel Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2022.