AWM
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Ameliora Wealth Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Ameliora Wealth Management’s Portfolio FGM Stock Details FGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,350
Closed -$382K – 228
2022
Q2 		$382K Hold
11,350
– – 0.45% 29
2022
Q1 		$456K Hold
11,350
– – 0.3% 29
2021
Q4 		$555K Buy
+11,350
New +$619K 0.51% 24

Other funds holding FGM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameliora Wealth Management's FGM Position: Q3 2022 in Review

Ameliora Wealth Management sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2022, closing a stake of 11,350 shares — an estimated $382K sold.

Ameliora Wealth Management first reported a position in FGM in Q4 2021 and held it in 3 quarters. The position peaked at $555K in Q4 2021. 23 funds tracked by Wall St. Rank hold FGM as of Q3 2022.

  • Ameliora Wealth Management reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 11,350 First Trust Germany AlphaDEX Fund shares in Q3 2022, an estimated $382K.
  • Ameliora Wealth Management first reported a position in First Trust Germany AlphaDEX Fund in Q4 2021 and held it in 3 quarters.
  • Ameliora Wealth Management's First Trust Germany AlphaDEX Fund position peaked at $555K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2022.

Based on Ameliora Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.