We are live on ! Find out more
FGM icon

First Trust Germany AlphaDEX Fund

33 hedge funds and large institutions have $145M invested in First Trust Germany AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $124M → $145M (+$21.6M)

5.3% more ownership

Funds ownership: 88.62%93.91% (+5.3%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$109M +$9.18M +224,157 +9%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M +$3.3M +80,586 +36%
Wells Fargo
3
Wells Fargo
California
$7.02M +$1.27M +31,076 +22%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.62M +$2.05K +50 +0.1%
Jane Street
5
Jane Street
New York
$1.86M +$529K +12,935 +40%
LPL Financial
6
LPL Financial
California
$1.52M +$1.51M +36,785 New
Bank of America
7
Bank of America
North Carolina
$1.26M +$163K +3,993 +15%
SFG
8
StrategIQ Financial Group
Indiana
$1.26M -$341K -8,337 -21%
UBS Group
9
UBS Group
Switzerland
$1.02M +$276K +6,744 +38%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$923K -$18.5K -451 -2%
RJA
11
Raymond James & Associates
Florida
$839K +$3.89K +95 +0.5%
WF
12
WealthTrust Fairport
Ohio
$789K +$413K +10,089 +111%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$659K +$334K +8,163 +104%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$656K -$3.17M -77,441 -83%
HFS
15
HL Financial Services
Kentucky
$616K +$49.6K +1,212 +9%
Citadel Advisors
16
Citadel Advisors
Florida
$607K -$3.6M -87,828 -86%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$436K +$35.4K +865 +9%
FFS
18
Founders Financial Securities
Maryland
$353K +$350K +8,561 New
HI
19
Horizon Investments
North Carolina
$352K +$350K +8,548 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$273K +$36.8K +900 +16%
SG
21
StoneX Group
New York
$235K +$2.66K +65 +1%
AG
22
Advisor Group
Arizona
$146K +$145K +3,535 New
Citigroup
23
Citigroup
New York
$85K -$17.1K -417 -17%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$74K +$73.7K +1,801 New
LFG
25
LifePlan Financial Group
Ohio
$37K -$11.3K -275 -24%

FGM Hedge Fund Activity: Q1 2019 in Review

33 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q1 2019, worth a combined $145M — up 17% from $124M a quarter earlier.

Fund positioning in FGM was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 7 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.18M. The largest seller was Citadel Advisors, cutting an estimated $3.6M.

  • 33 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $145M of First Trust Germany AlphaDEX Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 5 funds opened new First Trust Germany AlphaDEX Fund positions in Q1 2019 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q1 2019 was First Trust Advisors, an estimated $9.18M added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2019.