Waverly Advisors’s First Trust Germany AlphaDEX Fund FGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
4,973
| – | – | ﹤0.01% | 996 |
|
|
2025
Q1 | $228K | Sell |
4,973
-500
| -9% | -$23K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $210K | Sell |
5,473
-320
| -6% | -$12.3K | ﹤0.01% | 909 |
|
|
2024
Q3 | $231K | Sell |
5,793
-200
| -3% | -$7.99K | ﹤0.01% | 744 |
|
|
2024
Q2 | $221K | Sell |
5,993
-545
| -8% | -$20.1K | ﹤0.01% | 742 |
|
|
2024
Q1 | $262K | Buy |
+6,538
| New | +$262K | 0.01% | 603 |
|