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Unique Wealth Strategies’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Unique Wealth Strategies’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
Q2 		$227K Buy
3,583
+56
+2% +$3.62K 0.08% 205
2026
Q1 		$212K Sell
3,527
-7,716
-69% -$502K 0.09% 200
2025
Q4 		$701K Buy
11,243
+2,185
+24% +$130K 0.27% 92
2025
Q3 		$533K Buy
9,058
+899
+11% +$51.3K 0.21% 155
2025
Q2 		$460K Buy
+8,159
New +$421K 0.19% 162

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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 $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Unique Wealth Strategies's FGM Position: Q2 2026 in Review

Unique Wealth Strategies increased its First Trust Germany AlphaDEX Fund (FGM) stake by 1.6% in Q2 2026, buying an estimated $3.62K and bringing the position to 3,583 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #205.

Unique Wealth Strategies first reported a position in FGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $701K in Q4 2025. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • Unique Wealth Strategies held 3,583 shares of First Trust Germany AlphaDEX Fund worth $227K as of Q2 2026.
  • Unique Wealth Strategies bought 56 First Trust Germany AlphaDEX Fund shares in Q2 2026, an estimated $3.62K.
  • First Trust Germany AlphaDEX Fund made up 0.08% of Unique Wealth Strategies's portfolio in Q2 2026, its #205 holding.
  • Unique Wealth Strategies first reported a position in First Trust Germany AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • Unique Wealth Strategies's First Trust Germany AlphaDEX Fund position peaked at $701K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.