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First Trust Germany AlphaDEX Fund
FGM

13 hedge funds and large institutions have $9.26M invested in First Trust Germany AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.59% less ownership

Funds ownership: 80.72% → 66.13% (-15%)

19% less funds holding

Funds holding: 16 → 13 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

26% less capital invested

Capital invested by funds: $12.5M → $9.26M (-$3.29M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
13
Holders Change
-3
Holders Change %
-18.75%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$405K
2
WA
Waverly Advisors
Alabama
+$251K
3
OMC
Old Mission Capital
Illinois
+$195K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$133K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.81M
2
Jane Street
Jane Street
New York
-$1.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$755K
4
FIA
Foundations Investment Advisors
Arizona
-$520K
5
Goldman Sachs
Goldman Sachs
New York
-$34.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
1
Meitav Investment House
Israel
$2.67M – – –
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M -$25.8K -671 -1%
Jane Street
3
Jane Street
New York
$1.56M -$1.02M -26,609 -41%
OMC
4
Old Mission Capital
Illinois
$1.27M +$195K +5,069 +19%
CCA
5
Cottonwood Capital Advisors
Utah
$630K -$17.2K -448 -3%
GS
6
GTS Securities
New York
$423K +$405K +10,545 New
Goldman Sachs
7
Goldman Sachs
New York
$287K -$34.6K -900 -11%
WA
8
Waverly Advisors
Alabama
$262K +$251K +6,538 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$139K +$133K +3,450 New
Morgan Stanley
10
Morgan Stanley
New York
$127K -$1.81M -47,070 -94%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.29K -$4.88K -127 -61%
TFA
12
Transamerica Financial Advisors
Florida
$1K – – –
UBS Group
13
UBS Group
Switzerland
$842 -$2.58K -67 -76%
Citadel Advisors
14
Citadel Advisors
Florida
– -$755K -19,414 Closed
FIA
15
Foundations Investment Advisors
Arizona
– -$520K -13,573 Closed
MIM
16
MTM Investment Management
South Carolina
– -$19.8K -509 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$2K -44 Closed

FGM Hedge Fund Activity: Q1 2024 in Review

13 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q1 2024, worth a combined $9.26M — down 26% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FGM and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 1 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $405K. The largest seller was Morgan Stanley, cutting an estimated $1.81M.

  • 13 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q1 2024, down from 16 in Q4 2023.
  • Funds reported $9.26M of First Trust Germany AlphaDEX Fund stock for Q1 2024, down 26% quarter-over-quarter.
  • 3 funds opened new First Trust Germany AlphaDEX Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Germany AlphaDEX Fund buyer in Q1 2024 was GTS Securities, an estimated $405K added.
  • The largest First Trust Germany AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2024.