WEG
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World Equity Group’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

World Equity Group’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
2023
Q2 		– Sell
-17,976
Closed -$722K – 395
2023
Q1 		$722K Buy
+17,976
New +$696K 0.11% 210

Other funds holding FGM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

World Equity Group's FGM Position: Q2 2023 in Review

World Equity Group sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2023, closing a stake of 17,976 shares — an estimated $722K sold.

World Equity Group first reported a position in FGM in Q1 2023 and held it in 1 quarter. The position peaked at $722K in Q1 2023. 18 funds tracked by Wall St. Rank hold FGM as of Q2 2023.

  • World Equity Group reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 17,976 First Trust Germany AlphaDEX Fund shares in Q2 2023, an estimated $722K.
  • World Equity Group first reported a position in First Trust Germany AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • World Equity Group's First Trust Germany AlphaDEX Fund position peaked at $722K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.