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

Transamerica Financial Advisors’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	$686K	Buy	11,434 +7,015	+159%	+$456K	0.06%	258
2025 Q4	$276K	Sell	4,419 -264	-6%	-$15.7K	0.02%	320
2025 Q3	$275K	Buy	4,683 +429	+10%	+$24.5K	0.02%	287
2025 Q2	$240K	Buy	4,254 +4,243	+38,573%	+$219K	0.02%	215
2025 Q1	$1K	Hold	11	–	–	﹤0.01%	466
2024 Q4	$1K	Hold	11	–	–	﹤0.01%	459
2024 Q3	$1K	Hold	11	–	–	﹤0.01%	467
2024 Q2	$1K	Hold	11	–	–	﹤0.01%	437
2024 Q1	$1K	Hold	11	–	–	﹤0.01%	481
2023 Q4	$1K	Hold	11	–	–	﹤0.01%	452
2023 Q3	$1K	Hold	11	–	–	﹤0.01%	481
2023 Q2	$1K	Sell	11 -2	-15%	-$78	﹤0.01%	451
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	435
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	494
2022 Q3	$1K	Sell	13 -8	-38%	-$264	﹤0.01%	463
2022 Q2	$1K	Buy	+21	New	+$844	﹤0.01%	478
2022 Q1	–	Sell	-94	Closed	-$5K	–	116
2021 Q4	$5K	Buy	94 +10	+12%	+$546	0.14%	51
2021 Q3	$5K	Hold	84	–	–	0.14%	49
2021 Q2	$5K	Sell	84 -21	-20%	-$1.2K	0.12%	52
2021 Q1	$6K	Sell	105 -38	-27%	-$1.99K	0.15%	51
2020 Q4	$8K	Sell	143 -10	-7%	-$476	0.17%	47
2020 Q3	$7K	Sell	153 -7,042	-98%	-$312K	0.13%	48
2020 Q2	$292K	Buy	7,195 +6,928	+2,595%	+$256K	0.06%	127
2020 Q1	$9K	Buy	267 +18	+7%	+$716	0.16%	46
2019 Q4	$12K	Sell	249 -30	-11%	-$1.27K	0.17%	47
2019 Q3	$12K	Sell	279 -9,629	-97%	-$387K	0.15%	44
2019 Q2	$415K	Buy	9,908 +9,628	+3,439%	+$407K	0.09%	131
2019 Q1	$12K	Sell	280 -9,794	-97%	-$401K	0.07%	50
2018 Q4	$380K	Buy	10,074 +840	+9%	+$34.3K	0.1%	122
2018 Q3	$428K	Buy	9,234 +598	+7%	+$28.5K	0.09%	131
2018 Q2	$398K	Buy	8,636 +1,169	+16%	+$58.8K	0.09%	135
2018 Q1	$374K	Buy	+7,467	New	+$386K	0.06%	181
2015 Q3	–	Sell	-2,001	Closed	-$76K	–	864
2015 Q2	$76K	Buy	+2,001	New	+$78.1K	0.01%	408

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

&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 $8.83B AUM 38.5% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transamerica Financial Advisors's FGM Position: Q1 2026 in Review

Transamerica Financial Advisors increased its First Trust Germany AlphaDEX Fund (FGM) stake by 159% in Q1 2026, buying an estimated $456K and bringing the position to 11,434 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #258.

Transamerica Financial Advisors first reported a position in FGM in Q2 2015 and has held it in 33 quarters since. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

Transamerica Financial Advisors held 11,434 shares of First Trust Germany AlphaDEX Fund worth $686K as of Q1 2026.
Transamerica Financial Advisors bought 7,015 First Trust Germany AlphaDEX Fund shares in Q1 2026, an estimated $456K.
First Trust Germany AlphaDEX Fund made up 0.06% of Transamerica Financial Advisors's portfolio in Q1 2026, its #258 holding.
Transamerica Financial Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q2 2015 and has held it in 33 quarters since.
29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.