First Trust Germany AlphaDEX Fund
FGM
26 hedge funds and large institutions have $82.8M invested in First Trust Germany AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
13% more funds holding
Funds holding: 23 → 26 (+3)
1.94% more ownership
Funds ownership: 81.54% → 83.48% (+1.9%)
0% more capital invested
Capital invested by funds: $82.8M → $82.8M (+$23.4K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.14M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$3.63M |
| 3 |
Morgan Stanley
New York
|
+$598K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$151K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$70.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.98M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.65M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$859K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$382K |
| 5 |
LPL Financial
San Diego,
California
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $1K | – | – | – |
|
|
MIFH
27
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$3.65M | -66,520 | Closed |
|
|
RJFSA
28
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$859K | -15,651 | Closed |
|
|
29
LPL Financial
San Diego,
California
| – | -$292K | -5,319 | Closed |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| – | -$2K | -45 | Closed |
|
FGM Hedge Fund Activity: Q4 2021 in Review
26 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q4 2021, worth a combined $82.8M — up 0.03% from $82.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FGM positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $5.14M. The largest seller was First Trust Advisors, cutting an estimated $6.98M.
- 26 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $82.8M of First Trust Germany AlphaDEX Fund stock for Q4 2021, up 0.03% quarter-over-quarter.
- 7 funds opened new First Trust Germany AlphaDEX Fund positions in Q4 2021 and 4 closed out, a net change of +3 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $5.14M added.
- The largest First Trust Germany AlphaDEX Fund seller in Q4 2021 was First Trust Advisors, an estimated $6.98M sold.
Based on aggregated 13F filings for Q4 2021.