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Bright Futures Wealth Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Bright Futures 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
2026
Q2 		$248K Buy
+3,912
New +$253K 0.16% 162
2026
Q1 		– Sell
-3,266
Closed -$204K – 195
2025
Q4 		$204K Buy
+3,266
New +$194K 0.15% 152

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

Bright Futures Wealth Management's FGM Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in First Trust Germany AlphaDEX Fund (FGM) in Q2 2026: 3,912 shares worth $248K. The stake represents 0.16% of the portfolio and ranks #162 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in FGM as recently as Q4 2025.

Bright Futures Wealth Management first reported a position in FGM in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • Bright Futures Wealth Management held 3,912 shares of First Trust Germany AlphaDEX Fund worth $248K as of Q2 2026.
  • First Trust Germany AlphaDEX Fund was a new Bright Futures Wealth Management position in Q2 2026.
  • First Trust Germany AlphaDEX Fund made up 0.16% of Bright Futures Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Bright Futures Wealth Management first reported a position in First Trust Germany AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.