UBS Group
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UBS Group’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

UBS Group’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 		$6.78K Buy
+113
New +$7.35K ﹤0.01% 8656
2025
Q2 		– Sell
-404
Closed -$18.5K – 10426
2025
Q1 		$18.5K Sell
404
-272
-40% -$11.9K ﹤0.01% 8287
2024
Q4 		$26K Buy
676
+128
+23% +$4.96K ﹤0.01% 7718
2024
Q3 		$21.9K Buy
548
+515
+1,561% +$19.4K ﹤0.01% 7311
2024
Q2 		$1.22K Buy
33
+12
+57% +$473 ﹤0.01% 8627
2024
Q1 		$842 Sell
21
-67
-76% -$2.58K ﹤0.01% 8345
2023
Q4 		$3.42K Buy
+88
New +$3.2K ﹤0.01% 7972
2023
Q1 		– Sell
-1,149
Closed -$40.6K – 9818
2022
Q4 		$40.6K Buy
1,149
+262
+30% +$8.63K ﹤0.01% 6965
2022
Q3 		$25K Sell
887
-2,006
-69% -$66.2K ﹤0.01% 7091
2022
Q2 		$98K Buy
2,893
+727
+34% +$29.2K ﹤0.01% 5443
2022
Q1 		$95K Buy
2,166
+134
+7% +$6.51K ﹤0.01% 5966
2021
Q4 		$109K Buy
2,032
+574
+39% +$31.3K ﹤0.01% 6238
2021
Q3 		$80K Buy
1,458
+17
+1% +$977 ﹤0.01% 5983
2021
Q2 		$82K Sell
1,441
-209
-13% -$12K ﹤0.01% 6031
2021
Q1 		$89K Buy
+1,650
New +$86.5K ﹤0.01% 6049
2020
Q3 		– Sell
-514
Closed -$21K – 8115
2020
Q2 		$21K Buy
514
+359
+232% +$13.3K ﹤0.01% 6518
2020
Q1 		$5K Sell
155
-16,007
-99% -$637K ﹤0.01% 7285
2019
Q4 		$718K Buy
16,162
+7,748
+92% +$329K ﹤0.01% 4519
2019
Q3 		$336K Sell
8,414
-19,294
-70% -$776K ﹤0.01% 4860
2019
Q2 		$1.16M Buy
27,708
+3,039
+12% +$128K ﹤0.01% 3634
2019
Q1 		$1.02M Buy
24,669
+6,744
+38% +$276K ﹤0.01% 3573
2018
Q4 		$675K Sell
17,925
-20,670
-54% -$845K ﹤0.01% 4027
2018
Q3 		$1.79M Buy
38,595
+1,926
+5% +$91.8K ﹤0.01% 3319
2018
Q2 		$1.69M Sell
36,669
-4,203
-10% -$211K ﹤0.01% 3316
2018
Q1 		$2.04M Sell
40,872
-1,392
-3% -$71.9K ﹤0.01% 3121
2017
Q4 		$2.16M Buy
42,264
+649
+2% +$31.9K ﹤0.01% 3128
2017
Q3 		$1.99M Sell
41,615
-213
-0.5% -$9.78K ﹤0.01% 3131
2017
Q2 		$1.81M Buy
41,828
+8,923
+27% +$376K ﹤0.01% 3108
2017
Q1 		$1.3M Buy
32,905
+22,335
+211% +$852K ﹤0.01% 3327
2016
Q4 		$384K Sell
10,570
-5,775
-35% -$207K ﹤0.01% 4309
2016
Q3 		$613K Sell
16,345
-26,935
-62% -$989K ﹤0.01% 3776
2016
Q2 		$1.5M Sell
43,280
-6,703
-13% -$243K ﹤0.01% 3015
2016
Q1 		$1.83M Buy
49,983
+27,645
+124% +$938K ﹤0.01% 2755
2015
Q4 		$809K Sell
22,338
-30,357
-58% -$1.08M ﹤0.01% 3573
2015
Q3 		$1.77M Sell
52,695
-55,964
-52% -$2.05M ﹤0.01% 2847
2015
Q2 		$4.12M Buy
108,659
+79,918
+278% +$3.12M ﹤0.01% 2276
2015
Q1 		$1.1M Buy
28,741
+13,325
+86% +$498K ﹤0.01% 3479
2014
Q4 		$555K Buy
+15,416
New +$546K ﹤0.01% 4104

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
P
&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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's FGM Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Germany AlphaDEX Fund (FGM) in Q1 2026: 113 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #8656 among its holdings. This is a return to the name: UBS Group previously reported a position in FGM as recently as Q1 2025.

UBS Group first reported a position in FGM in Q4 2014 and has held it in 38 quarters since. The position peaked at $4.12M in Q2 2015. 29 funds tracked by Wall St. Rank hold FGM as of Q1 2026.

  • UBS Group held 113 shares of First Trust Germany AlphaDEX Fund worth $6.78K as of Q1 2026.
  • First Trust Germany AlphaDEX Fund was a new UBS Group position in Q1 2026.
  • First Trust Germany AlphaDEX Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8656 holding.
  • UBS Group first reported a position in First Trust Germany AlphaDEX Fund in Q4 2014 and has held it in 38 quarters since.
  • UBS Group's First Trust Germany AlphaDEX Fund position peaked at $4.12M in Q2 2015.
  • 29 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.