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&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
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 $140B AUM 27.84% 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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
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
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

&Partners's FGM Position: Q1 2026 in Review

&Partners increased its First Trust Germany AlphaDEX Fund (FGM) stake by 147% in Q1 2026, buying an estimated $4.6M and bringing the position to 118,936 shares worth $7.14M. The position accounts for 0.04% of the portfolio, ranked #430.

&Partners first reported a position in FGM in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

  • &Partners held 118,936 shares of First Trust Germany AlphaDEX Fund worth $7.14M as of Q1 2026.
  • &Partners bought 70,697 First Trust Germany AlphaDEX Fund shares in Q1 2026, an estimated $4.6M.
  • First Trust Germany AlphaDEX Fund made up 0.04% of &Partners's portfolio in Q1 2026, its #430 holding.
  • &Partners first reported a position in First Trust Germany AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.