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First Trust Latin America AlphaDEX Fund
FLN

Overview Fund Activity

28 hedge funds and large institutions have $123M invested in First Trust Latin America AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.52M
2
Jane Street
Jane Street
New York
+$567K
3
PFA
Pinnacle Family Advisors
Missouri
+$349K
4
FFS
Founders Financial Securities
Maryland
+$297K
5
HI
Horizon Investments
North Carolina
+$297K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$2.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$345K
3
CAN
Claraphi Advisory Network
United States
-$109K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59K
5
FIM
Freedom Investment Management
Connecticut
-$44.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$99.5M -$2.57M -113,835 -3%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M +$5.52M +243,977 +100%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.6M +$60.5K +2,674 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.37M +$58.4K +2,581 +3%
Bank of America
5
Bank of America
North Carolina
$1.54M -$30.9K -1,367 -2%
SAM
6
SignalPoint Asset Management
Missouri
$1.09M +$24K +1,062 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$907K +$80.7K +3,570 +10%
RJA
8
Raymond James & Associates
Florida
$707K +$36.4K +1,610 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$579K +$228K +10,071 +65%
Jane Street
10
Jane Street
New York
$567K +$567K +25,045 New
FIM
11
Freedom Investment Management
Connecticut
$349K -$44.3K -1,960 -11%
PFA
12
Pinnacle Family Advisors
Missouri
$349K +$349K +15,340 New
UBS Group
13
UBS Group
Switzerland
$344K +$133K +5,877 +63%
FFS
14
Founders Financial Securities
Maryland
$297K +$297K +13,137 New
HI
15
Horizon Investments
North Carolina
$297K +$297K +13,137 New
LPL Financial
16
LPL Financial
California
$243K -$39.3K -1,739 -14%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$206K +$98K +4,296 +91%
AG
18
Advisor Group
Arizona
$160K – – –
Citigroup
19
Citigroup
New York
$96K +$96K +4,224 New
SNT
20
Security National Trust
West Virginia
$63K +$63K +2,766 New
KPW
21
Kore Private Wealth
New York
$49K +$49K +2,170 New
ASN
22
Advisory Services Network
Georgia
$38K – – –
FGAM
23
Financial Gravity Asset Management
Texas
$23K -$22.6K -317 -50%
GWM
24
Geneos Wealth Management
Colorado
$22K +$22K +975 New
TFS
25
TrustCore Financial Services
Tennessee
$15K – – –
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