Migdal Insurance & Financial Holdings’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Migdal Insurance & Financial Holdings’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
2021 Q4	–	Sell	-66,520	Closed	-$3.65M	–	706
2021 Q3	$3.65M	Sell	66,520 -3,080	-4%	-$177K	0.04%	142
2021 Q2	$3.97M	Hold	69,600	–	–	0.04%	147
2021 Q1	$3.75M	Hold	69,600	–	–	0.04%	162
2020 Q4	$3.57M	Hold	69,600	–	–	0.04%	123
2020 Q3	$3.08M	Hold	69,600	–	–	0.04%	172
2020 Q2	$2.82M	Sell	69,600 -1,300	-2%	-$48K	0.05%	153
2020 Q1	$2.22M	Hold	70,900	–	–	0.05%	117
2019 Q4	$3.15M	Buy	70,900 +70,575	+21,715%	+$2.99M	0.06%	115
2019 Q3	$13K	Hold	325	–	–	﹤0.01%	702
2019 Q2	$14K	Hold	325	–	–	﹤0.01%	694
2019 Q1	$13K	Hold	325	–	–	﹤0.01%	655
2018 Q4	$12K	Hold	325	–	–	﹤0.01%	654
2018 Q3	$15K	Buy	+325	New	+$15.5K	﹤0.01%	753

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

RJA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

CCA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FGM Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Germany AlphaDEX Fund (FGM) in Q4 2021, closing a stake of 66,520 shares — an estimated $3.65M sold.

Migdal Insurance & Financial Holdings first reported a position in FGM in Q3 2018 and held it in 13 quarters. The position peaked at $3.97M in Q2 2021. 26 funds tracked by Wall St. Rank hold FGM as of Q4 2021.

Migdal Insurance & Financial Holdings reported no remaining First Trust Germany AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 66,520 First Trust Germany AlphaDEX Fund shares in Q4 2021, an estimated $3.65M.
Migdal Insurance & Financial Holdings first reported a position in First Trust Germany AlphaDEX Fund in Q3 2018 and held it in 13 quarters.
Migdal Insurance & Financial Holdings's First Trust Germany AlphaDEX Fund position peaked at $3.97M in Q2 2021.
26 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.