We are live on ! Find out more
FGM icon

First Trust Germany AlphaDEX Fund

18 hedge funds and large institutions have $20.4M invested in First Trust Germany AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $10.1M → $20.4M (+$10.3M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

42.84% more ownership

Funds ownership: 65.27%108.1% (+43%)

6% more funds holding

Funds holding: 1718 (+1)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$5.08M +$5.16M +133,040 +200%
CW
2
CreativeOne Wealth
Kansas
$4.62M +$4.25M +109,633 +1,170%
Jane Street
3
Jane Street
New York
$3.83M +$3.19M +82,308 +504%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.77M -$78.5K -2,024 -4%
OMC
5
Old Mission Capital
Illinois
$1.19M +$166K +4,287 +16%
Morgan Stanley
6
Morgan Stanley
New York
$972K +$24.3K +627 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$846K +$844K +21,771 New
CCA
8
Cottonwood Capital Advisors
Utah
$756K -$29.5K -762 -4%
Wells Fargo
9
Wells Fargo
California
$421K -$33K -851 -7%
RJA
10
Raymond James & Associates
Florida
$346K -$48.5K -1,251 -12%
SFG
11
StrategIQ Financial Group
Indiana
$278K -$34.9K -900 -11%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$240K +$234K +6,046 New
Osaic Holdings
13
Osaic Holdings
Arizona
$34.6K -$194 -5 -0.6%
MIM
14
MTM Investment Management
South Carolina
$31.9K
AA
15
AlphaMark Advisors
Kentucky
$8K -$9.69K -250 -56%
CAS
16
Coppell Advisory Solutions
Texas
$3.4K +$3.45K +89 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K -$5.62K -145 -77%
TFA
18
Transamerica Financial Advisors
Florida
$1K -$78 -2 -15%
WEG
19
World Equity Group
Illinois
-$722K -17,976 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$5K -140 Closed

FGM Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q2 2023, worth a combined $20.4M — up 101% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FGM positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $5.16M. The largest seller was World Equity Group, exiting entirely with an estimated $722K sold.

  • 18 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q2 2023, up from 17 in Q1 2023.
  • Funds reported $20.4M of First Trust Germany AlphaDEX Fund stock for Q2 2023, up 101% quarter-over-quarter.
  • 3 funds opened new First Trust Germany AlphaDEX Fund positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q2 2023 was Meitav Investment House, an estimated $5.16M added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q2 2023 was World Equity Group, an estimated $722K sold.

Based on aggregated 13F filings for Q2 2023.