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FGM icon

&Partners’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

&Partners’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
Q2 		$7.78M Buy
122,858
+3,922
+3% +$253K 0.03% 459
2026
Q1 		$7.14M Buy
118,936
+70,697
+147% +$4.6M 0.04% 430
2025
Q4 		$3.08M Buy
+48,239
New +$2.86M 0.02% 669

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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 $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

&Partners's FGM Position: Q2 2026 in Review

&Partners increased its First Trust Germany AlphaDEX Fund (FGM) stake by 3.3% in Q2 2026, buying an estimated $253K and bringing the position to 122,858 shares worth $7.78M. The position accounts for 0.03% of the portfolio, ranked #459.

&Partners first reported a position in FGM in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • &Partners held 122,858 shares of First Trust Germany AlphaDEX Fund worth $7.78M as of Q2 2026.
  • &Partners bought 3,922 First Trust Germany AlphaDEX Fund shares in Q2 2026, an estimated $253K.
  • First Trust Germany AlphaDEX Fund made up 0.03% of &Partners's portfolio in Q2 2026, its #459 holding.
  • &Partners first reported a position in First Trust Germany AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.