First Trust Germany AlphaDEX Fund
FGM
11 hedge funds and large institutions have $6.43M invested in First Trust Germany AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
3.48% more ownership
Funds ownership: 66.13% → 69.61% (+3.5%)
15% less funds holding
Funds holding: 13 → 11 (-2)
31% less capital invested
Capital invested by funds: $9.26M → $6.43M (-$2.83M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$473 |
| 2 |
Morgan Stanley
New York
|
+$79 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 2 |
GS
GTS Securities
New York
|
-$423K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$139K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$120K |
| 5 |
Jane Street
New York
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIH
1
Meitav Investment House
Bene-Beraq,
Israel
| $2.45M | – | – | – |
|
|
2
Jane Street
New York
| $1.33M | -$107K | -2,702 | -7% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $1.05M | -$120K | -3,050 | -10% |
|
|
CCA
4
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $594K | -$17.2K | -437 | -3% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $354K | -$1.48M | -37,588 | -80% |
|
6
Goldman Sachs
New York
| $261K | -$3.94K | -100 | -1% |
|
|
WA
7
Waverly Advisors
Birmingham,
Alabama
| $221K | -$21.5K | -545 | -8% |
|
|
8
Morgan Stanley
New York
| $117K | +$79 | +2 | +0.1% |
|
|
CAS
9
Coppell Advisory Solutions
Coppell,
Texas
| $38.6K | +$41.3K | +1,047 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $1.22K | +$473 | +12 | +57% |
|
|
TFA
11
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
GS
12
GTS Securities
New York
| – | -$423K | -10,545 | Closed |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$139K | -3,450 | Closed |
|
14
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.29K | -82 | Closed |
|
FGM Hedge Fund Activity: Q2 2024 in Review
11 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q2 2024, worth a combined $6.43M — down 31% from $9.26M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FGM and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was UBS Group, adding an estimated $473. The largest seller was Susquehanna International Group, cutting an estimated $1.48M.
- 11 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q2 2024, down from 13 in Q1 2024.
- Funds reported $6.43M of First Trust Germany AlphaDEX Fund stock for Q2 2024, down 31% quarter-over-quarter.
- 1 fund opened new First Trust Germany AlphaDEX Fund positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q2 2024 was UBS Group, an estimated $473 added.
- The largest First Trust Germany AlphaDEX Fund seller in Q2 2024 was Susquehanna International Group, an estimated $1.48M sold.
Based on aggregated 13F filings for Q2 2024.