We are live on ! Find out more
FGM icon

First Trust Germany AlphaDEX Fund

37 hedge funds and large institutions have $174M invested in First Trust Germany AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $139M → $174M (+$34.7M)

6% more funds holding

Funds holding: 3537 (+2)

34.75% less ownership

Funds ownership: 130.05%95.3% (-35%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$133M +$18.7M +443,517 +17%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M +$854K +20,260 +7%
Wells Fargo
3
Wells Fargo
California
$8.39M +$916K +21,736 +13%
Bank of America
4
Bank of America
North Carolina
$2.29M +$277K +6,567 +14%
Stifel Financial
5
Stifel Financial
Missouri
$1.89M -$170K -4,039 -9%
UBS Group
6
UBS Group
Switzerland
$1.81M +$376K +8,923 +27%
WI
7
WBI Investments
New Jersey
$1.77M +$1.72M +40,876 New
Goldman Sachs
8
Goldman Sachs
New York
$1.24M +$1.21M +28,662 New
SG Americas Securities
9
SG Americas Securities
New York
$1.06M +$1.03M +24,527 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$980K +$175K +4,160 +23%
DWM
11
Darwin Wealth Management
Florida
$840K +$123K +2,918 +18%
Jane Street
12
Jane Street
New York
$709K -$2.52M -59,806 -79%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$651K +$243K +5,775 +62%
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$564K
RJA
15
Raymond James & Associates
Florida
$556K -$161K -3,825 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$541K +$36.4K +863 +7%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$528K -$2.32K -55 -0.4%
AGM
18
Alpine Global Management
New York
$384K +$373K +8,849 New
AGU
19
Alpine Group USVI
U.S. Virgin Islands
$384K +$373K +8,849 New
FFS
20
Founders Financial Securities
Maryland
$369K -$15.7K -373 -4%
HI
21
Horizon Investments
North Carolina
$360K -$15.8K -375 -4%
OMC
22
Old Mission Capital
Illinois
$351K +$341K +8,098 New
HFS
23
HL Financial Services
Kentucky
$292K +$17.1K +405 +6%
LPL Financial
24
LPL Financial
California
$291K +$7.67K +182 +3%
WF
25
WealthTrust Fairport
Ohio
$272K +$25.7K +610 +11%

FGM Hedge Fund Activity: Q2 2017 in Review

37 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q2 2017, worth a combined $174M — up 25% from $139M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FGM positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $18.7M. The largest seller was Jane Street, cutting an estimated $2.52M.

  • 37 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q2 2017, up from 35 in Q1 2017.
  • Funds reported $174M of First Trust Germany AlphaDEX Fund stock for Q2 2017, up 25% quarter-over-quarter.
  • 6 funds opened new First Trust Germany AlphaDEX Fund positions in Q2 2017 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q2 2017 was First Trust Advisors, an estimated $18.7M added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q2 2017 was Jane Street, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2017.