Security National Trust’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-1,366	Closed	-$43K	–	433
2020 Q1	$43K	Hold	1,366	–	–	0.02%	254
2019 Q4	$61K	Buy	+1,366	New	+$57.9K	0.02%	247

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Security National Trust's FGM Position: Q2 2020 in Review

Security National Trust sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2020, closing a stake of 1,366 shares — an estimated $43K sold.

Security National Trust first reported a position in FGM in Q4 2019 and held it in 2 quarters. The position peaked at $61K in Q4 2019. 20 funds tracked by Wall St. Rank hold FGM as of Q2 2020.

Security National Trust reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 1,366 First Trust Germany AlphaDEX Fund shares in Q2 2020, an estimated $43K.
Security National Trust first reported a position in First Trust Germany AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Security National Trust's First Trust Germany AlphaDEX Fund position peaked at $61K in Q4 2019.
20 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.