Creative Planning
FGM icon

Creative Planning’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-190
Closed -$6.71K – 2691
2022
Q4 		$6.71K Buy
+190
New +$6.26K ﹤0.01% 2378
2014
Q3 		– Sell
-759
Closed -$32K – 4046
2014
Q2 		$32K Buy
+759
New +$32.1K ﹤0.01% 2176

Other funds holding FGM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Creative Planning's FGM Position: Q1 2023 in Review

Creative Planning sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2023, closing a stake of 190 shares — an estimated $6.71K sold.

Creative Planning first reported a position in FGM in Q2 2014 and held it in 2 quarters. The position peaked at $32K in Q2 2014. 17 funds tracked by Wall St. Rank hold FGM as of Q1 2023.

  • Creative Planning reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 190 First Trust Germany AlphaDEX Fund shares in Q1 2023, an estimated $6.71K.
  • Creative Planning first reported a position in First Trust Germany AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Creative Planning's First Trust Germany AlphaDEX Fund position peaked at $32K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.