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First Trust Latin America AlphaDEX Fund

18 hedge funds and large institutions have $5.01M invested in First Trust Latin America AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $3.99M → $5.01M (+$1.02M)

0.62% more ownership

Funds ownership: 38.15%38.77% (+0.62%)

5% less funds holding

Funds holding: 1918 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.26M +$463K +24,767 +65%
EH
2
Equitable Holdings
New York
$711K -$9.35K -500 -1%
FFA
3
Farther Finance Advisors
California
$598K -$355 -19 -0.1%
CCA
4
Cottonwood Capital Advisors
Utah
$559K -$19K -1,017 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$530K +$497K +26,593 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$523K +$491K +26,233 New
CAS
7
Coppell Advisory Solutions
Texas
$479K +$236K +12,600 +106%
SWP
8
Stratos Wealth Partners
Ohio
$201K -$58.3K -3,117 -24%
Raymond James Financial
9
Raymond James Financial
Florida
$34.8K +$32.7K +1,746 New
TAM
10
Tucker Asset Management
Colorado
$32K +$16.4K +877 +120%
UBS Group
11
UBS Group
Switzerland
$27.8K -$5.01K -268 -16%
RFG
12
REAP Financial Group
Texas
$27.7K +$355 +19 +1%
CAL
13
Capital Analysts LLC
Pennsylvania
$12K
HI
14
Harbour Investments
Wisconsin
$8.23K +$4.13K +221 +115%
Wells Fargo
15
Wells Fargo
California
$3.98K
Morgan Stanley
16
Morgan Stanley
New York
$3.56K
ME
17
McIlrath & Eck
Washington
$2.21K
TFA
18
Transamerica Financial Advisors
Florida
$1.45K -$168 -9 -11%
OMC
19
Old Mission Capital
Illinois
-$710K -40,974 Closed
Jane Street
20
Jane Street
New York
-$234K -13,498 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$180K -10,402 Closed
PA
22
PSI Advisors
Florida
-$2.46K -142 Closed

FLN Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Latin America AlphaDEX Fund (FLN) for Q2 2025, worth a combined $5.01M — up 26% from $3.99M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FLN and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $497K. The largest seller was Old Mission Capital, exiting entirely with an estimated $710K sold.

  • 18 institutional investors held First Trust Latin America AlphaDEX Fund (FLN) as of Q2 2025, down from 19 in Q1 2025.
  • Funds reported $5.01M of First Trust Latin America AlphaDEX Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 3 funds opened new First Trust Latin America AlphaDEX Fund positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Latin America AlphaDEX Fund buyer in Q2 2025 was Envestnet Asset Management, an estimated $497K added.
  • The largest First Trust Latin America AlphaDEX Fund seller in Q2 2025 was Old Mission Capital, an estimated $710K sold.

Based on aggregated 13F filings for Q2 2025.