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Kestra Advisory Services’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Kestra Advisory 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
2026
Q1 		– Sell
-54,475
Closed -$3.4M – 3547
2025
Q4 		$3.4M Buy
54,475
+269
+0.5% +$16K 0.01% 944
2025
Q3 		$3.19M Buy
+54,206
New +$3.09M 0.01% 922

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's FGM Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2026, closing a stake of 54,475 shares — an estimated $3.4M sold.

Kestra Advisory Services first reported a position in FGM in Q3 2025 and held it in 2 quarters. The position peaked at $3.4M in Q4 2025. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

  • Kestra Advisory Services reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 54,475 First Trust Germany AlphaDEX Fund shares in Q1 2026, an estimated $3.4M.
  • Kestra Advisory Services first reported a position in First Trust Germany AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's First Trust Germany AlphaDEX Fund position peaked at $3.4M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.