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First TrustFocused RegionFLN · Nasdaq

First Trust Latin America AlphaDEX Fund (FLN)

Price
$25.59
—25 Sept 2026
Assets
$40.8M
Total net assets
Expense ratio
0.80%
Category 0.00%
Yield
3.46%
Trailing distributions
3Y CAGR
16.2%-2.7%
Category 19.0%
5Y CAGR
12.0%+2.9%
Category 9.1%
Loading NAV history…
First Trust Latin America AlphaDEX Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
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Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.3%+3.7%+5.9%+15.7%+25.5%+16.2%+12.0%+8.1%+2.6%
Focused Region average-2.6%2.8%11.1%11.8%21.6%19.0%9.1%7.7%6.8%
Difference+2.9%+1.0%-5.2%+4.0%+3.8%-2.7%+2.9%+0.4%-4.2%

Holdings

The 10 largest positions make up 34.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
UGPA3.SAUltrapar Participacoes SA4.09%
KOFUBLCoca-Cola Femsa SAB de CV CPO Terms:3 Shs-B- + 5 Shs-L-3.84%
VBBR3.SAVibra Energia SA3.67%
ENEV3.SAEneva SA3.60%
FUNO11.MXFibra Uno Administracion SA de CV Certificados Bursatiles Fiduciarios Inmob3.57%
CPLE3.SACia Paranaense De Energia Copel3.27%
PRIO3.SAPRIO SA3.19%
PETR4Petroleo Brasileiro SA Petrobras Participating Preferred3.12%
ENELCHILE.SNEnel Chile SA3.00%
SUZB3.SASuzano SA2.94%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.3
P/B
1.5
P/S
0.9
P/CF
5.5

Sector allocation

Share of the equity the fund holds.

24.3%Financial services10 sectors
  1. Financial services24.3%
  2. Utilities16.1%
  3. Materials12.4%
  4. Industrials12.1%
  5. Energy10.4%
  6. Consumer staples7.7%
  7. Consumer discretionary5.9%
  8. Communication services5.8%
  9. Real estate5.0%
  10. Health care0.6%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
First Trust
Category
Equity · Focused Region
Ticker
FLN
Exchange
Nasdaq
Inception
18 Apr 2011 (15.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.80% (category 0.00%)
Holdings turnover
100%
Distribution yield
3.46%
Beta, 3 years
0.94
Total net assets
$40.8M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other focused region ETFs

Other ETFs in the Focused Region category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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