Truepoint Inc’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-7,500	Closed	-$212K	–	160
2022 Q3	$212K	Hold	7,500	–	–	0.01%	141
2022 Q2	$253K	Sell	7,500 -2,500	-25%	-$100K	0.01%	143
2022 Q1	$439K	Buy	+10,000	New	+$486K	0.02%	96

Other funds holding FGM

MIH

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Truepoint Inc's FGM Position: Q4 2022 in Review

Truepoint Inc sold out of First Trust Germany AlphaDEX Fund (FGM) in Q4 2022, closing a stake of 7,500 shares — an estimated $212K sold.

Truepoint Inc first reported a position in FGM in Q1 2022 and held it in 3 quarters. The position peaked at $439K in Q1 2022. 23 funds tracked by Wall St. Rank hold FGM as of Q4 2022.

Truepoint Inc reported no remaining First Trust Germany AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Truepoint Inc sold 7,500 First Trust Germany AlphaDEX Fund shares in Q4 2022, an estimated $212K.
Truepoint Inc first reported a position in First Trust Germany AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
Truepoint Inc's First Trust Germany AlphaDEX Fund position peaked at $439K in Q1 2022.
23 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.