Meitav Investment House’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Meitav Investment House’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	$3.12M	Hold	52,000	–	–	0.03%	120
2025 Q4	$3.24M	Hold	52,000	–	–	0.04%	109
2025 Q3	$3.06M	Hold	52,000	–	–	0.04%	109
2025 Q2	$2.93M	Hold	52,000	–	–	0.04%	106
2025 Q1	$2.39M	Hold	52,000	–	–	0.04%	107
2024 Q4	$2M	Sell	52,000 -14,520	-22%	-$563K	0.03%	111
2024 Q3	$2.66M	Hold	66,520	–	–	0.04%	106
2024 Q2	$2.45M	Hold	66,520	–	–	0.04%	111
2024 Q1	$2.67M	Hold	66,520	–	–	0.05%	103
2023 Q4	$2.59M	Hold	66,520	–	–	0.04%	138
2023 Q3	$2.4M	Sell	66,520 -133,040	-67%	-$5.1M	0.04%	147
2023 Q2	$5.08M	Buy	199,560 +133,040	+200%	+$5.16M	0.08%	131
2023 Q1	$2.67M	Sell	66,520 -133,040	-67%	-$5.15M	0.05%	163
2022 Q4	$4.74M	Hold	199,560	–	–	0.08%	147
2022 Q3	$3.75M	Buy	199,560 +133,040	+200%	+$4.39M	0.07%	151
2022 Q2	$2.32M	Hold	66,520	–	–	0.04%	179
2022 Q1	$2.92M	Hold	66,520	–	–	0.04%	192
2021 Q4	$3.58M	Buy	+66,520	New	+$3.63M	0.06%	174

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Meitav Investment House's FGM Position: Q1 2026 in Review

Meitav Investment House held its First Trust Germany AlphaDEX Fund (FGM) position steady in Q1 2026 at 52,000 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #120.

Meitav Investment House first reported a position in FGM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.08M in Q2 2023. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

Meitav Investment House held 52,000 shares of First Trust Germany AlphaDEX Fund worth $3.12M as of Q1 2026.
Meitav Investment House left its First Trust Germany AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Germany AlphaDEX Fund made up 0.03% of Meitav Investment House's portfolio in Q1 2026, its #120 holding.
Meitav Investment House first reported a position in First Trust Germany AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
Meitav Investment House's First Trust Germany AlphaDEX Fund position peaked at $5.08M in Q2 2023.
29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.