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Treasure Coast Financial Planning’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Treasure Coast Financial Planning’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
Q3 		– Sell
-8,587
Closed -$290K – 34
2022
Q2 		$290K Sell
8,587
-43,463
-84% -$1.75M 0.22% 25
2022
Q1 		$2.28M Buy
52,050
+6,372
+14% +$309K 1.75% 16
2021
Q4 		$2.45M Buy
+45,678
New +$2.49M 1.9% 16

Other funds holding FGM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Treasure Coast Financial Planning's FGM Position: Q3 2022 in Review

Treasure Coast Financial Planning sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2022, closing a stake of 8,587 shares — an estimated $290K sold.

Treasure Coast Financial Planning first reported a position in FGM in Q4 2021 and held it in 3 quarters. The position peaked at $2.45M in Q4 2021. 23 funds tracked by Wall St. Rank hold FGM as of Q3 2022.

  • Treasure Coast Financial Planning reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 8,587 First Trust Germany AlphaDEX Fund shares in Q3 2022, an estimated $290K.
  • Treasure Coast Financial Planning first reported a position in First Trust Germany AlphaDEX Fund in Q4 2021 and held it in 3 quarters.
  • Treasure Coast Financial Planning's First Trust Germany AlphaDEX Fund position peaked at $2.45M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2022.

Based on Treasure Coast Financial Planning's 13F filing for Q3 2022, filed 2 Nov 2022.