First Trust Germany AlphaDEX Fund
FGM
22 hedge funds and large institutions have $19.8M invested in First Trust Germany AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.
15% less funds holding
Funds holding: 26 → 22 (-4)
18.98% less ownership
Funds ownership: 83.48% → 64.5% (-19%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
76% less capital invested
Capital invested by funds: $82.8M → $19.8M (-$63.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$486K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$449K |
| 3 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$309K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$211K |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$69.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$44.4M |
| 2 |
Morgan Stanley
New York
|
-$4.81M |
| 3 |
Jane Street
New York
|
-$3.45M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
26
Snowden Capital Advisors
New York
| – | -$59K | -1,100 | Closed |
|
|
TFA
27
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$5K | -94 | Closed |
|
28
Rockefeller Capital Management
New York
| – | -$3K | -71 | Closed |
|
29
Citigroup
New York
| – | -$1K | -10 | Closed |
|
FGM Hedge Fund Activity: Q1 2022 in Review
22 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q1 2022, worth a combined $19.8M — down 76% from $82.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FGM and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Truepoint Inc, opening a new position worth an estimated $486K. The largest seller was First Trust Advisors, exiting entirely with an estimated $44.4M sold.
- 22 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q1 2022, down from 26 in Q4 2021.
- Funds reported $19.8M of First Trust Germany AlphaDEX Fund stock for Q1 2022, down 76% quarter-over-quarter.
- 3 funds opened new First Trust Germany AlphaDEX Fund positions in Q1 2022 and 7 closed out, a net change of -4 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q1 2022 was Truepoint Inc, an estimated $486K added.
- The largest First Trust Germany AlphaDEX Fund seller in Q1 2022 was First Trust Advisors, an estimated $44.4M sold.
Based on aggregated 13F filings for Q1 2022.