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First Trust Latin America AlphaDEX Fund

21 hedge funds and large institutions have $62.7M invested in First Trust Latin America AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

31% more funds holding

Funds holding: 1621 (+5)

5.43% less ownership

Funds ownership: 90.97%85.54% (-5.4%)

27% less capital invested

Capital invested by funds: $85.6M → $62.7M (-$22.9M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$48.8M -$26.9M -1,403,731 -34%
Jane Street
2
Jane Street
New York
$4.66M +$4.87M +254,282 New
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.26M -$196K -10,255 -8%
LPL Financial
4
LPL Financial
California
$1.45M +$945K +49,334 +166%
FTUS
5
Flow Traders U.S.
New York
$1.2M +$925K +48,282 +283%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$751K +$748K +39,073 New
RJA
7
Raymond James & Associates
Florida
$641K -$91.6K -4,782 -12%
SAM
8
SignalPoint Asset Management
Missouri
$640K -$3.54K -185 -0.5%
OMC
9
Old Mission Capital
Illinois
$626K -$559K -29,198 -46%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$355K +$371K +19,371 New
TFA
11
Transamerica Financial Advisors
Florida
$331K -$681K -35,577 -66%
CCA
12
Cottonwood Capital Advisors
Utah
$288K +$14.7K +770 +5%
FIA
13
Foundations Investment Advisors
Arizona
$250K +$262K +13,670 New
GLA
14
Good Life Advisors
Pennsylvania
$198K +$207K +10,809 New
Osaic Holdings
15
Osaic Holdings
Arizona
$167K -$1.63K -85 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15K +$11.1K +577 +289%
CAS
17
Coppell Advisory Solutions
Texas
$14.7K -$4.04K -211 -19%
TRCT
18
Tower Research Capital (TRC)
New York
$9.19K +$9.62K +502 New
ME
19
McIlrath & Eck
Washington
$2.03K
Morgan Stanley
20
Morgan Stanley
New York
$549
FGAM
21
Financial Gravity Asset Management
Texas
$116 +$134 +7 New
SI
22
Saxon Interests
Texas
-$372K -19,567 Closed
GS
23
GTS Securities
New York
-$278K -14,648 Closed

FLN Hedge Fund Activity: Q3 2023 in Review

21 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Latin America AlphaDEX Fund (FLN) for Q3 2023, worth a combined $62.7M — down 27% from $85.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLN positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.87M. The largest seller was First Trust Advisors, cutting an estimated $26.9M.

  • 21 institutional investors held First Trust Latin America AlphaDEX Fund (FLN) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $62.7M of First Trust Latin America AlphaDEX Fund stock for Q3 2023, down 27% quarter-over-quarter.
  • 7 funds opened new First Trust Latin America AlphaDEX Fund positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest First Trust Latin America AlphaDEX Fund buyer in Q3 2023 was Jane Street, an estimated $4.87M added.
  • The largest First Trust Latin America AlphaDEX Fund seller in Q3 2023 was First Trust Advisors, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2023.