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Foundations Investment Advisors’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Foundations Investment Advisors’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
2024
Q1 		– Sell
-13,573
Closed -$520K – 715
2023
Q4 		$520K Sell
13,573
-102,417
-88% -$3.73M 0.01% 430
2023
Q3 		$4.2M Buy
+115,990
New +$4.44M 0.13% 128

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's FGM Position: Q1 2024 in Review

Foundations Investment Advisors sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2024, closing a stake of 13,573 shares — an estimated $520K sold.

Foundations Investment Advisors first reported a position in FGM in Q3 2023 and held it in 2 quarters. The position peaked at $4.2M in Q3 2023. 13 funds tracked by Wall St. Rank hold FGM as of Q1 2024.

  • Foundations Investment Advisors reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,573 First Trust Germany AlphaDEX Fund shares in Q1 2024, an estimated $520K.
  • Foundations Investment Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's First Trust Germany AlphaDEX Fund position peaked at $4.2M in Q3 2023.
  • 13 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.