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Annis Gardner Whiting Capital Advisors’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q2 		– Sell
-316
Closed -$19K – 648
2026
Q1 		$19K Buy
+316
New +$20.5K ﹤0.01% 753

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FGM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2026, closing a stake of 316 shares — an estimated $19K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FGM in Q1 2026 and held it in 1 quarter. The position peaked at $19K in Q1 2026. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 316 First Trust Germany AlphaDEX Fund shares in Q2 2026, an estimated $19K.
  • Annis Gardner Whiting Capital Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's First Trust Germany AlphaDEX Fund position peaked at $19K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.