First Trust Latin America AlphaDEX Fund
18 hedge funds and large institutions have $8.49M invested in First Trust Latin America AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 6 closing their positions.
10% less funds holding
Funds holding: 20 → 18 (-2)
22.47% less ownership
Funds ownership: 60.28% → 37.81% (-22%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
42% less capital invested
Capital invested by funds: $14.7M → $8.49M (-$6.17M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$782K |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$320K |
| 3 |
Morgan Stanley
New York
|
+$281K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$70.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.21M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$844K |
| 4 |
SG Americas Securities
New York
|
-$806K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$621K |
FLN Hedge Fund Activity: Q4 2017 in Review
18 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Latin America AlphaDEX Fund (FLN) for Q4 2017, worth a combined $8.49M — down 42% from $14.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FLN and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $782K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.21M sold.
- 18 institutional investors held First Trust Latin America AlphaDEX Fund (FLN) as of Q4 2017, down from 20 in Q3 2017.
- Funds reported $8.49M of First Trust Latin America AlphaDEX Fund stock for Q4 2017, down 42% quarter-over-quarter.
- 4 funds opened new First Trust Latin America AlphaDEX Fund positions in Q4 2017 and 6 closed out, a net change of -2 holders.
- The largest First Trust Latin America AlphaDEX Fund buyer in Q4 2017 was Raymond James & Associates, an estimated $782K added.
- The largest First Trust Latin America AlphaDEX Fund seller in Q4 2017 was Old Mission Capital, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2017.