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

United Capital 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
2018
Q1 		– Sell
-73,371
Closed -$3.76M – 1319
2017
Q4 		$3.76M Buy
+73,371
New +$3.61M 0.03% 459

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

United Capital Financial Advisors's FGM Position: Q1 2018 in Review

United Capital Financial Advisors sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2018, closing a stake of 73,371 shares — an estimated $3.76M sold.

United Capital Financial Advisors first reported a position in FGM in Q4 2017 and held it in 1 quarter. The position peaked at $3.76M in Q4 2017. 33 funds tracked by Wall St. Rank hold FGM as of Q1 2018.

  • United Capital Financial Advisors reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 73,371 First Trust Germany AlphaDEX Fund shares in Q1 2018, an estimated $3.76M.
  • United Capital Financial Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's First Trust Germany AlphaDEX Fund position peaked at $3.76M in Q4 2017.
  • 33 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.