WI
FGM icon

WBI Investments’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-40,876
Closed -$1.77M – 317
2017
Q2 		$1.77M Buy
+40,876
New +$1.72M 0.08% 169

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

WBI Investments's FGM Position: Q3 2017 in Review

WBI Investments sold out of First Trust Germany AlphaDEX Fund (FGM) in Q3 2017, closing a stake of 40,876 shares — an estimated $1.77M sold.

WBI Investments first reported a position in FGM in Q2 2017 and held it in 1 quarter. The position peaked at $1.77M in Q2 2017. 32 funds tracked by Wall St. Rank hold FGM as of Q3 2017.

  • WBI Investments reported no remaining First Trust Germany AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 40,876 First Trust Germany AlphaDEX Fund shares in Q3 2017, an estimated $1.77M.
  • WBI Investments first reported a position in First Trust Germany AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • WBI Investments's First Trust Germany AlphaDEX Fund position peaked at $1.77M in Q2 2017.
  • 32 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.