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

Baird’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
2014
Q4 		– Sell
-9,429
Closed -$333K – 1297
2014
Q3 		$333K Buy
9,429
+104
+1% +$4K ﹤0.01% 956
2014
Q2 		$390K Buy
+9,325
New +$394K 0.01% 912

Other funds holding FGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baird's FGM Position: Q4 2014 in Review

Baird sold out of First Trust Germany AlphaDEX Fund (FGM) in Q4 2014, closing a stake of 9,429 shares — an estimated $333K sold.

Baird first reported a position in FGM in Q2 2014 and held it in 2 quarters. The position peaked at $390K in Q2 2014. 21 funds tracked by Wall St. Rank hold FGM as of Q4 2014.

  • Baird reported no remaining First Trust Germany AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Baird sold 9,429 First Trust Germany AlphaDEX Fund shares in Q4 2014, an estimated $333K.
  • Baird first reported a position in First Trust Germany AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Baird's First Trust Germany AlphaDEX Fund position peaked at $390K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q4 2014.

Based on Baird's 13F filing for Q4 2014, filed 12 Feb 2015.