Wealthspire Advisors (Maryland)’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-2,263	Closed	-$85K	–	2507
2018 Q4	$85K	Hold	2,263	–	–	0.01%	658
2018 Q3	$105K	Hold	2,263	–	–	0.01%	667
2018 Q2	$104K	Sell	2,263 -111	-5%	-$5.58K	0.01%	691
2018 Q1	$119K	Hold	2,374	–	–	0.01%	645
2017 Q4	$122K	Sell	2,374 -10,740	-82%	-$529K	0.01%	637
2017 Q3	$627K	Buy	13,114 +111	+0.9%	+$5.09K	0.07%	201
2017 Q2	$564K	Hold	13,003	–	–	0.07%	201
2017 Q1	$514K	Buy	+13,003	New	+$496K	0.07%	178

Other funds holding FGM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FGM Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Germany AlphaDEX Fund (FGM) in Q1 2019, closing a stake of 2,263 shares — an estimated $85K sold.

Wealthspire Advisors (Maryland) first reported a position in FGM in Q1 2017 and held it in 8 quarters. The position peaked at $627K in Q3 2017. 33 funds tracked by Wall St. Rank hold FGM as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining First Trust Germany AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,263 First Trust Germany AlphaDEX Fund shares in Q1 2019, an estimated $85K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Germany AlphaDEX Fund in Q1 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s First Trust Germany AlphaDEX Fund position peaked at $627K in Q3 2017.
33 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.