Ameriprise
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Ameriprise’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Ameriprise’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
2017
Q2 		– Sell
-13,230
Closed -$523K – 3749
2017
Q1 		$523K Sell
13,230
-345
-3% -$13.2K ﹤0.01% 3160
2016
Q4 		$493K Buy
13,575
+2,306
+20% +$82.6K ﹤0.01% 3284
2016
Q3 		$422K Buy
11,269
+619
+6% +$22.7K ﹤0.01% 3260
2016
Q2 		$368K Buy
+10,650
New +$386K ﹤0.01% 3292
2016
Q1 		– Sell
-5,882
Closed -$213K – 3788
2015
Q4 		$213K Sell
5,882
-54
-0.9% -$1.93K ﹤0.01% 3631
2015
Q3 		$200K Buy
+5,936
New +$218K ﹤0.01% 3655
2015
Q1 		– Sell
-18,496
Closed -$665K – 3912
2014
Q4 		$665K Sell
18,496
-11,644
-39% -$412K ﹤0.01% 3018
2014
Q3 		$1.06M Buy
30,140
+7,087
+31% +$273K ﹤0.01% 2774
2014
Q2 		$965K Buy
23,053
+5,229
+29% +$221K ﹤0.01% 2789
2014
Q1 		$755K Buy
17,824
+10,147
+132% +$423K ﹤0.01% 2823
2013
Q4 		$147K Buy
7,677
+4,875
+174% +$192K ﹤0.01% 3258
2013
Q3 		$104K Sell
2,802
-690
-20% -$24.3K ﹤0.01% 3445
2013
Q2 		$114K Buy
+3,492
New +$119K ﹤0.01% 3327

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise's FGM Position: Q2 2017 in Review

Ameriprise sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2017, closing a stake of 13,230 shares — an estimated $523K sold.

Ameriprise first reported a position in FGM in Q2 2013 and held it in 13 quarters. The position peaked at $1.06M in Q3 2014. 37 funds tracked by Wall St. Rank hold FGM as of Q2 2017.

  • Ameriprise reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Ameriprise sold 13,230 First Trust Germany AlphaDEX Fund shares in Q2 2017, an estimated $523K.
  • Ameriprise first reported a position in First Trust Germany AlphaDEX Fund in Q2 2013 and held it in 13 quarters.
  • Ameriprise's First Trust Germany AlphaDEX Fund position peaked at $1.06M in Q3 2014.
  • 37 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2017.

Based on Ameriprise's 13F filing for Q2 2017, filed 10 Aug 2017.