WFG Advisors’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

WFG 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
2017 Q2	$73K	Buy	1,684 +1,416	+528%	+$59.7K	0.02%	608
2017 Q1	$11K	Hold	268	–	–	﹤0.01%	1037
2016 Q4	$10K	Hold	268	–	–	﹤0.01%	1100
2016 Q3	$10K	Hold	268	–	–	﹤0.01%	1122
2016 Q2	$9K	Buy	268 +4	+2%	+$145	﹤0.01%	1118
2016 Q1	$10K	Hold	264	–	–	﹤0.01%	1045
2015 Q4	$10K	Hold	264	–	–	﹤0.01%	1071
2015 Q3	$9K	Hold	264	–	–	﹤0.01%	1119
2015 Q2	$10K	Buy	264 +3	+1%	+$117	﹤0.01%	1184
2015 Q1	$10K	Buy	+261	New	+$9.76K	﹤0.01%	1198

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

WFG Advisors's FGM Position: Q2 2017 in Review

WFG Advisors increased its First Trust Germany AlphaDEX Fund (FGM) stake by 528% in Q2 2017, buying an estimated $59.7K and bringing the position to 1,684 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #608.

WFG Advisors first reported a position in FGM in Q1 2015 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold FGM as of Q2 2017.

WFG Advisors held 1,684 shares of First Trust Germany AlphaDEX Fund worth $73K as of Q2 2017.
WFG Advisors bought 1,416 First Trust Germany AlphaDEX Fund shares in Q2 2017, an estimated $59.7K.
First Trust Germany AlphaDEX Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #608 holding.
WFG Advisors first reported a position in First Trust Germany AlphaDEX Fund in Q1 2015 and has held it in 10 quarters since.
37 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.