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Financial Advocates Investment Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-10,881
Closed -$613K – 235
2025
Q2 		$613K Sell
10,881
-17,536
-62% -$904K 0.05% 316
2025
Q1 		$1.3M Buy
+28,417
New +$1.24M 0.09% 226

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's FGM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2025, closing a stake of 10,881 shares — an estimated $613K sold.

Financial Advocates Investment Management first reported a position in FGM in Q1 2025 and held it in 2 quarters. The position peaked at $1.3M in Q1 2025. 23 funds tracked by Wall St. Rank hold FGM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,881 First Trust Germany AlphaDEX Fund shares in Q3 2025, an estimated $613K.
  • Financial Advocates Investment Management first reported a position in First Trust Germany AlphaDEX Fund in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's First Trust Germany AlphaDEX Fund position peaked at $1.3M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.