We are live on ! Find out more
FGM icon

First Trust Germany AlphaDEX Fund

23 hedge funds and large institutions have $10.7M invested in First Trust Germany AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

36.72% more ownership

Funds ownership: 61.84%98.56% (+37%)

10% more funds holding

Funds holding: 2123 (+2)

8% less capital invested

Capital invested by funds: $11.6M → $10.7M (-$896K)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$3.75M +$4.39M +133,040 +200%
CS
2
Credit Suisse
Switzerland
$1.42M +$1.65M +50,000 New
Morgan Stanley
3
Morgan Stanley
New York
$1.36M -$1.25M -38,024 -44%
CCA
4
Cottonwood Capital Advisors
Utah
$829K -$13K -393 -1%
OMC
5
Old Mission Capital
Illinois
$798K +$713K +21,595 +327%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$556K -$259K -7,836 -29%
Wells Fargo
7
Wells Fargo
California
$376K -$80.4K -2,438 -16%
Citadel Advisors
8
Citadel Advisors
Florida
$370K +$431K +13,077 New
RJA
9
Raymond James & Associates
Florida
$322K -$597K -18,087 -61%
Jane Street
10
Jane Street
New York
$305K -$810K -24,547 -70%
SFG
11
StrategIQ Financial Group
Indiana
$259K -$28.2K -855 -9%
TI
12
Truepoint Inc
Ohio
$212K
MIM
13
MTM Investment Management
South Carolina
$49K -$6.93K -210 -11%
UBS Group
14
UBS Group
Switzerland
$25K -$66.2K -2,006 -69%
AA
15
AlphaMark Advisors
Kentucky
$13K +$660 +20 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$8K
TRCT
17
Tower Research Capital (TRC)
New York
$4K -$363 -11 -7%
IA
18
IFP Advisors
Florida
$3K
BFEC
19
Benjamin F. Edwards & Company
Missouri
$2K
TFA
20
Transamerica Financial Advisors
Florida
$1K -$264 -8 -38%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K
AWM
22
Ameliora Wealth Management
Switzerland
-$382K -11,350 Closed
TCFP
23
Treasure Coast Financial Planning
Florida
-$290K -8,587 Closed
Simplex Trading
24
Simplex Trading
Illinois
+$33 +1 New
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
+$66 +2 New

FGM Hedge Fund Activity: Q3 2022 in Review

23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q3 2022, worth a combined $10.7M — down 7.8% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FGM positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $1.25M.

  • 23 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q3 2022, up from 21 in Q2 2022.
  • Funds reported $10.7M of First Trust Germany AlphaDEX Fund stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 4 funds opened new First Trust Germany AlphaDEX Fund positions in Q3 2022 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q3 2022 was Meitav Investment House, an estimated $4.39M added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q3 2022 was Morgan Stanley, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2022.