Founders Financial Securities’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Founders Financial Securities’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
2021 Q2	–	Sell	-4,789	Closed	-$258K	–	301
2021 Q1	$258K	Sell	4,789 -35	-0.7%	-$1.84K	0.06%	219
2020 Q4	$247K	Buy	+4,824	New	+$230K	0.06%	196
2020 Q1	–	Sell	-6,411	Closed	-$285K	–	134
2019 Q4	$285K	Buy	+6,411	New	+$272K	0.1%	106
2019 Q3	–	Sell	-8,475	Closed	-$355K	–	136
2019 Q2	$355K	Sell	8,475 -86	-1%	-$3.63K	0.12%	98
2019 Q1	$353K	Buy	+8,561	New	+$350K	0.11%	96
2018 Q2	–	Sell	-7,139	Closed	-$357K	–	96
2018 Q1	$357K	Sell	7,139 -72	-1%	-$3.72K	0.12%	87
2017 Q4	$369K	Sell	7,211 -1,106	-13%	-$54.4K	0.12%	79
2017 Q3	$397K	Sell	8,317 -184	-2%	-$8.45K	0.14%	76
2017 Q2	$369K	Sell	8,501 -373	-4%	-$15.7K	0.14%	82
2017 Q1	$351K	Buy	+8,874	New	+$339K	0.13%	77

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Securities's FGM Position: Q2 2021 in Review

Founders Financial Securities sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2021, closing a stake of 4,789 shares — an estimated $258K sold.

Founders Financial Securities first reported a position in FGM in Q1 2017 and held it in 10 quarters. The position peaked at $397K in Q3 2017. 23 funds tracked by Wall St. Rank hold FGM as of Q2 2021.

Founders Financial Securities reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Founders Financial Securities sold 4,789 First Trust Germany AlphaDEX Fund shares in Q2 2021, an estimated $258K.
Founders Financial Securities first reported a position in First Trust Germany AlphaDEX Fund in Q1 2017 and held it in 10 quarters.
Founders Financial Securities's First Trust Germany AlphaDEX Fund position peaked at $397K in Q3 2017.
23 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.