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

IFP 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
2026 Q2	$38.6K	Buy	608 +6	+1%	+$387	﹤0.01%	2561
2026 Q1	$36.1K	Buy	602 +200	+50%	+$13K	﹤0.01%	2431
2025 Q4	$25.1K	Hold	402	–	–	﹤0.01%	2604
2025 Q3	$23.6K	Sell	402 -1	-0.2%	-$57	﹤0.01%	2501
2025 Q2	$22.7K	Buy	403 +203	+102%	+$10.5K	﹤0.01%	2476
2025 Q1	$9.18K	Buy	+200	New	+$8.74K	﹤0.01%	2609
2023 Q1	–	Sell	-51	Closed	-$3K	–	3740
2022 Q4	$3K	Hold	51	–	–	﹤0.01%	4001
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	4215
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	3984
2022 Q1	$3K	Buy	+51	New	+$2.48K	﹤0.01%	3984
2021 Q2	–	Sell	-80	Closed	-$4.59K	–	3114
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	2471
2020 Q4	$4K	Sell	80 -60	-43%	-$2.86K	﹤0.01%	2400
2020 Q3	$7K	Hold	140	–	–	﹤0.01%	2033
2020 Q2	$5K	Hold	140	–	–	﹤0.01%	2080
2020 Q1	$5K	Hold	140	–	–	﹤0.01%	2051
2019 Q4	$7K	Hold	140	–	–	﹤0.01%	2064
2019 Q3	$5K	Buy	+140	New	+$5.63K	﹤0.01%	2335
2019 Q1	–	Sell	-140	Closed	-$5K	–	2696
2018 Q4	$5K	Hold	140	–	–	﹤0.01%	2834
2018 Q3	$6K	Sell	140 -1,408	-91%	-$67.1K	﹤0.01%	3124
2018 Q2	$71K	Buy	1,548 +538	+53%	+$27K	﹤0.01%	1700
2018 Q1	$52K	Hold	1,010	–	–	﹤0.01%	1785
2017 Q4	$52K	Hold	1,010	–	–	﹤0.01%	1801
2017 Q3	$48K	Hold	1,010	–	–	﹤0.01%	2012
2017 Q2	$44K	Buy	1,010 +435	+76%	+$18.3K	﹤0.01%	2050
2017 Q1	$23K	Buy	575 +435	+311%	+$16.6K	﹤0.01%	2398
2016 Q4	$5K	Hold	140	–	–	﹤0.01%	3285
2016 Q3	$5K	Hold	140	–	–	﹤0.01%	3218
2016 Q2	$5K	Buy	+140	New	+$5.08K	﹤0.01%	3137
2016 Q1	–	Sell	-140	Closed	-$5K	–	2712
2015 Q4	$5K	Buy	+140	New	+$5K	﹤0.01%	2952

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

IFP Advisors's FGM Position: Q2 2026 in Review

IFP Advisors increased its First Trust Germany AlphaDEX Fund (FGM) stake by 1% in Q2 2026, buying an estimated $387 and bringing the position to 608 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

IFP Advisors first reported a position in FGM in Q4 2015 and has held it in 29 quarters since. The position peaked at $71K in Q2 2018. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

IFP Advisors held 608 shares of First Trust Germany AlphaDEX Fund worth $38.6K as of Q2 2026.
IFP Advisors bought 6 First Trust Germany AlphaDEX Fund shares in Q2 2026, an estimated $387.
First Trust Germany AlphaDEX Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2561 holding.
IFP Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q4 2015 and has held it in 29 quarters since.
IFP Advisors's First Trust Germany AlphaDEX Fund position peaked at $71K in Q2 2018.
25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.