Rockefeller Capital Management
FGM icon

Rockefeller Capital Management’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Rockefeller Capital 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
2022
Q1 		– Sell
-71
Closed -$3K – 3924
2021
Q4 		$3K Buy
+71
New +$3.87K ﹤0.01% 3427

Other funds holding FGM

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TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Rockefeller Capital Management's FGM Position: Q1 2022 in Review

Rockefeller Capital Management sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2022, closing a stake of 71 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in FGM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 22 funds tracked by Wall St. Rank hold FGM as of Q1 2022.

  • Rockefeller Capital Management reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 71 First Trust Germany AlphaDEX Fund shares in Q1 2022, an estimated $3K.
  • Rockefeller Capital Management first reported a position in First Trust Germany AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Rockefeller Capital Management's First Trust Germany AlphaDEX Fund position peaked at $3K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2022.

Based on Rockefeller Capital Management's 13F filing for Q1 2022, filed 13 May 2022.