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Brinker Capital Investments’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Brinker Capital Investments’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
2019
Q1 		– Sell
-400
Closed -$15K – 822
2018
Q4 		$15K Buy
+400
New +$16.4K ﹤0.01% 468

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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Brinker Capital Investments's FGM Position: Q1 2019 in Review

Brinker Capital Investments sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2019, closing a stake of 400 shares — an estimated $15K sold.

Brinker Capital Investments first reported a position in FGM in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 33 funds tracked by Wall St. Rank hold FGM as of Q1 2019.

  • Brinker Capital Investments reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 400 First Trust Germany AlphaDEX Fund shares in Q1 2019, an estimated $15K.
  • Brinker Capital Investments first reported a position in First Trust Germany AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Brinker Capital Investments's First Trust Germany AlphaDEX Fund position peaked at $15K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2019.

Based on Brinker Capital Investments's 13F filing for Q1 2019, filed 14 May 2019.