MTM Investment Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

MTM Investment Management’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
2024 Q1	–	Sell	-509	Closed	-$19.8K	–	293
2023 Q4	$19.8K	Sell	509 -312	-38%	-$11.4K	0.01%	232
2023 Q3	$29.7K	Hold	821	–	–	0.02%	214
2023 Q2	$31.9K	Hold	821	–	–	0.02%	222
2023 Q1	$31.4K	Hold	821	–	–	0.02%	225
2022 Q4	$29K	Sell	821 -919	-53%	-$30.3K	0.02%	224
2022 Q3	$49K	Sell	1,740 -210	-11%	-$6.93K	0.03%	208
2022 Q2	$67K	Hold	1,950	–	–	0.04%	204
2022 Q1	$86K	Sell	1,950 -231	-11%	-$11.2K	0.04%	214
2021 Q4	$117K	Hold	2,181	–	–	0.06%	202
2021 Q3	$120K	Sell	2,181 -186	-8%	-$10.7K	0.07%	183
2021 Q2	$135K	Hold	2,367	–	–	0.07%	179
2021 Q1	$127K	Hold	2,367	–	–	0.07%	172
2020 Q4	$121K	Buy	+2,367	New	+$113K	0.07%	161

Other funds holding FGM

MIH

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

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

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

OMC

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

CCA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTM Investment Management's FGM Position: Q1 2024 in Review

MTM Investment Management sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2024, closing a stake of 509 shares — an estimated $19.8K sold.

MTM Investment Management first reported a position in FGM in Q4 2020 and held it in 13 quarters. The position peaked at $135K in Q2 2021. 13 funds tracked by Wall St. Rank hold FGM as of Q1 2024.

MTM Investment Management reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
MTM Investment Management sold 509 First Trust Germany AlphaDEX Fund shares in Q1 2024, an estimated $19.8K.
MTM Investment Management first reported a position in First Trust Germany AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
MTM Investment Management's First Trust Germany AlphaDEX Fund position peaked at $135K in Q2 2021.
13 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2024.

Based on MTM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.