Arkadios Wealth Advisors’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Arkadios Wealth 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
2020 Q3	–	Sell	-86	Closed	-$3.68K	–	1041
2020 Q2	$3.68K	Hold	86	–	–	﹤0.01%	817
2020 Q1	$2.69K	Hold	86	–	–	﹤0.01%	891
2019 Q4	$3.83K	Buy	+86	New	+$3.65K	﹤0.01%	731

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Arkadios Wealth Advisors's FGM Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2020, closing a stake of 86 shares — an estimated $3.68K sold.

Arkadios Wealth Advisors first reported a position in FGM in Q4 2019 and held it in 3 quarters. The position peaked at $3.83K in Q4 2019. 20 funds tracked by Wall St. Rank hold FGM as of Q3 2020.

Arkadios Wealth Advisors reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 86 First Trust Germany AlphaDEX Fund shares in Q3 2020, an estimated $3.68K.
Arkadios Wealth Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
Arkadios Wealth Advisors's First Trust Germany AlphaDEX Fund position peaked at $3.83K in Q4 2019.
20 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.