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Private Advisory Group’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Private Advisory Group’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 		$794K Buy
+13,230
New +$860K 0.05% 175
2025
Q3 		– Sell
-20,062
Closed -$1.13M – 226
2025
Q2 		$1.13M Buy
+20,062
New +$1.03M 0.1% 118

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 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 $166M AUM 29.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Advisory Group's FGM Position: Q1 2026 in Review

Private Advisory Group opened a new position in First Trust Germany AlphaDEX Fund (FGM) in Q1 2026: 13,230 shares worth $794K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in FGM as recently as Q2 2025.

Private Advisory Group first reported a position in FGM in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q2 2025. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

  • Private Advisory Group held 13,230 shares of First Trust Germany AlphaDEX Fund worth $794K as of Q1 2026.
  • First Trust Germany AlphaDEX Fund was a new Private Advisory Group position in Q1 2026.
  • First Trust Germany AlphaDEX Fund made up 0.05% of Private Advisory Group's portfolio in Q1 2026, its #175 holding.
  • Private Advisory Group first reported a position in First Trust Germany AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
  • Private Advisory Group's First Trust Germany AlphaDEX Fund position peaked at $1.13M in Q2 2025.
  • 29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.