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Ground Swell Capital’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-445
Closed -$19K – 2503
2014
Q2 		$19K Buy
+445
New +$18.8K 0.04% 424

Other funds holding FGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's FGM Position: Q3 2014 in Review

Ground Swell Capital sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2014, closing a stake of 445 shares — an estimated $19K sold.

Ground Swell Capital first reported a position in FGM in Q2 2014 and held it in 1 quarter. The position peaked at $19K in Q2 2014. 19 funds tracked by Wall St. Rank hold FGM as of Q3 2014.

  • Ground Swell Capital reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 445 First Trust Germany AlphaDEX Fund shares in Q3 2014, an estimated $19K.
  • Ground Swell Capital first reported a position in First Trust Germany AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's First Trust Germany AlphaDEX Fund position peaked at $19K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.