HL Financial Services’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

HL Financial Services’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
2019 Q1	$616K	Buy	14,952 +1,212	+9%	+$49.6K	0.01%	468
2018 Q4	$518K	Buy	13,740 +116	+0.9%	+$4.74K	0.01%	487
2018 Q3	$631K	Buy	13,624 +893	+7%	+$42.6K	0.01%	478
2018 Q2	$587K	Buy	12,731 +1,413	+12%	+$71K	0.01%	474
2018 Q1	$566K	Buy	11,318 +1,229	+12%	+$63.5K	0.01%	475
2017 Q4	$517K	Buy	10,089 +1,807	+22%	+$88.9K	0.01%	423
2017 Q3	$396K	Buy	8,282 +1,543	+23%	+$70.8K	0.01%	527
2017 Q2	$292K	Buy	6,739 +405	+6%	+$17.1K	0.01%	591
2017 Q1	$250K	Buy	+6,334	New	+$242K	0.01%	600

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HL Financial Services's FGM Position: Q1 2019 in Review

HL Financial Services increased its First Trust Germany AlphaDEX Fund (FGM) stake by 8.8% in Q1 2019, buying an estimated $49.6K and bringing the position to 14,952 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #468.

HL Financial Services first reported a position in FGM in Q1 2017 and has held it in 9 quarters since. The position peaked at $631K in Q3 2018. 33 funds tracked by Wall St. Rank hold FGM as of Q1 2019.

HL Financial Services held 14,952 shares of First Trust Germany AlphaDEX Fund worth $616K as of Q1 2019.
HL Financial Services bought 1,212 First Trust Germany AlphaDEX Fund shares in Q1 2019, an estimated $49.6K.
First Trust Germany AlphaDEX Fund made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #468 holding.
HL Financial Services first reported a position in First Trust Germany AlphaDEX Fund in Q1 2017 and has held it in 9 quarters since.
HL Financial Services's First Trust Germany AlphaDEX Fund position peaked at $631K in Q3 2018.
33 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.