We are live on ! Find out more
FGM icon

First Trust Germany AlphaDEX Fund

23 hedge funds and large institutions have $11.5M invested in First Trust Germany AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $10.7M → $11.5M (+$864K)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.74% less ownership

Funds ownership: 98.56%97.82% (-0.74%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$4.74M
Citadel Advisors
2
Citadel Advisors
Florida
$1.36M +$838K +25,422 +194%
Morgan Stanley
3
Morgan Stanley
New York
$1.17M -$486K -14,738 -31%
OMC
4
Old Mission Capital
Illinois
$766K -$215K -6,518 -23%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$755K +$57.7K +1,750 +9%
CCA
6
Cottonwood Capital Advisors
Utah
$724K -$290K -8,791 -30%
Jane Street
7
Jane Street
New York
$540K +$149K +4,531 +42%
Wells Fargo
8
Wells Fargo
California
$400K -$64.7K -1,965 -15%
RJA
9
Raymond James & Associates
Florida
$355K -$43.1K -1,307 -11%
SFG
10
StrategIQ Financial Group
Indiana
$285K -$35.4K -1,075 -12%
CW
11
CreativeOne Wealth
Kansas
$261K +$243K +7,384 New
UBS Group
12
UBS Group
Switzerland
$40.6K +$8.63K +262 +30%
MIM
13
MTM Investment Management
South Carolina
$29K -$30.3K -919 -53%
CAS
14
Coppell Advisory Solutions
Texas
$19.9K +$18.5K +563 New
CASC
15
Coppell Advisory Solutions Corp
Texas
$19.9K +$18.5K +563 New
AA
16
AlphaMark Advisors
Kentucky
$17K
Osaic Holdings
17
Osaic Holdings
Arizona
$7K -$2.77K -84 -29%
Creative Planning
18
Creative Planning
Kansas
$6.71K +$6.26K +190 New
TRCT
19
Tower Research Capital (TRC)
New York
$5K -$395 -12 -8%
IA
20
IFP Advisors
Florida
$3K
Simplex Trading
21
Simplex Trading
Illinois
$3K +$2.93K +89 +8,900%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K
TFA
23
Transamerica Financial Advisors
Florida
$1K
CS
24
Credit Suisse
Switzerland
-$1.42M -50,000 Closed
TI
25
Truepoint Inc
Ohio
-$212K -7,500 Closed

FGM Hedge Fund Activity: Q4 2022 in Review

23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q4 2022, worth a combined $11.5M — up 8.1% from $10.7M a quarter earlier.

Fund positioning in FGM was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $838K. The largest seller was Credit Suisse, exiting entirely with an estimated $1.42M sold.

  • 23 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $11.5M of First Trust Germany AlphaDEX Fund stock for Q4 2022, up 8.1% quarter-over-quarter.
  • 4 funds opened new First Trust Germany AlphaDEX Fund positions in Q4 2022 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q4 2022 was Citadel Advisors, an estimated $838K added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q4 2022 was Credit Suisse, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2022.