Stifel Financial’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Stifel Financial’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 Q2	–	Sell	-6,314	Closed	-$277K	–	3371
2022 Q1	$277K	Sell	6,314 -1,255	-17%	-$61K	﹤0.01%	2926
2021 Q4	$406K	Sell	7,569 -25	-0.3%	-$1.36K	﹤0.01%	2719
2021 Q3	$417K	Sell	7,594 -6	-0.1%	-$345	﹤0.01%	2683
2021 Q2	$433K	Buy	+7,600	New	+$436K	﹤0.01%	2660
2017 Q4	–	Sell	-43,734	Closed	-$2.09M	–	2674
2017 Q3	$2.09M	Buy	43,734 +349	+0.8%	+$16K	0.01%	1095
2017 Q2	$1.89M	Sell	43,385 -4,039	-9%	-$170K	0.01%	1129
2017 Q1	$1.88M	Buy	+47,424	New	+$1.81M	0.01%	1104
2015 Q1	–	Sell	-22,098	Closed	-$795K	–	2334
2014 Q4	$795K	Buy	22,098 +5,511	+33%	+$195K	﹤0.01%	1383
2014 Q3	$585K	Buy	16,587 +2,122	+15%	+$81.7K	0.01%	1434
2014 Q2	$605K	Sell	14,465 -530	-4%	-$22.4K	0.01%	1384
2014 Q1	$635K	Buy	+14,995	New	+$625K	0.01%	1302

Other funds holding FGM

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

RJA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

SFG

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Stifel Financial's FGM Position: Q2 2022 in Review

Stifel Financial sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2022, closing a stake of 6,314 shares — an estimated $277K sold.

Stifel Financial first reported a position in FGM in Q1 2014 and held it in 11 quarters. The position peaked at $2.09M in Q3 2017. 21 funds tracked by Wall St. Rank hold FGM as of Q2 2022.

Stifel Financial reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 6,314 First Trust Germany AlphaDEX Fund shares in Q2 2022, an estimated $277K.
Stifel Financial first reported a position in First Trust Germany AlphaDEX Fund in Q1 2014 and held it in 11 quarters.
Stifel Financial's First Trust Germany AlphaDEX Fund position peaked at $2.09M in Q3 2017.
21 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.