LifePlan Financial Group’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

LifePlan Financial Group’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
2020 Q3	–	Sell	-495	Closed	-$20K	–	581
2020 Q2	$20K	Sell	495 -169	-25%	-$6.25K	0.01%	336
2020 Q1	$21K	Hold	664	–	–	0.01%	301
2019 Q4	$29K	Sell	664 -228	-26%	-$9.67K	0.01%	302
2019 Q3	$36K	Hold	892	–	–	0.02%	279
2019 Q2	$37K	Hold	892	–	–	0.02%	274
2019 Q1	$37K	Sell	892 -275	-24%	-$11.3K	0.02%	277
2018 Q4	$44K	Sell	1,167 -387	-25%	-$15.8K	0.03%	246
2018 Q3	$72K	Hold	1,554	–	–	0.04%	213
2018 Q2	$72K	Sell	1,554 -55	-3%	-$2.76K	0.04%	208
2018 Q1	$80K	Buy	+1,609	New	+$83.1K	0.05%	183
2015 Q3	–	Sell	-50,781	Closed	-$1.92M	–	93
2015 Q2	$1.92M	Buy	+50,781	New	+$1.98M	1.29%	26

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFG

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LifePlan Financial Group's FGM Position: Q3 2020 in Review

LifePlan Financial Group sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2020, closing a stake of 495 shares — an estimated $20K sold.

LifePlan Financial Group first reported a position in FGM in Q2 2015 and held it in 11 quarters. The position peaked at $1.92M in Q2 2015. 20 funds tracked by Wall St. Rank hold FGM as of Q3 2020.

LifePlan Financial Group reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 495 First Trust Germany AlphaDEX Fund shares in Q3 2020, an estimated $20K.
LifePlan Financial Group first reported a position in First Trust Germany AlphaDEX Fund in Q2 2015 and held it in 11 quarters.
LifePlan Financial Group's First Trust Germany AlphaDEX Fund position peaked at $1.92M in Q2 2015.
20 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.