First Trust Germany AlphaDEX Fund
FGM
12 hedge funds and large institutions have $7.32M invested in First Trust Germany AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more capital invested
Capital invested by funds: $6.43M → $7.32M (+$891K)
9% more funds holding
Funds holding: 11 → 12 (+1)
3.73% more ownership
Funds ownership: 69.61% → 73.33% (+3.7%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$978K |
| 2 |
Jane Street
New York
|
+$527K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$19.4K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.05M |
| 2 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
-$70K |
| 3 |
Goldman Sachs
New York
|
-$19.4K |
| 4 |
Morgan Stanley
New York
|
-$11.4K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$7.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIH
1
Meitav Investment House
Bene-Beraq,
Israel
| $2.66M | – | – | – |
|
|
2
Jane Street
New York
| $2M | +$527K | +13,965 | +39% |
|
|
GS
3
GTS Securities
New York
| $1.03M | +$978K | +25,912 | New |
|
|
CCA
4
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $557K | -$70K | -1,856 | -12% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $383K | – | – | – |
|
|
6
Goldman Sachs
New York
| $262K | -$19.4K | -514 | -7% |
|
|
WA
7
Waverly Advisors
Birmingham,
Alabama
| $231K | -$7.55K | -200 | -3% |
|
|
8
Morgan Stanley
New York
| $115K | -$11.4K | -301 | -9% |
|
|
CAS
9
Coppell Advisory Solutions
Coppell,
Texas
| $42.1K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $21.9K | +$19.4K | +515 | +1,561% |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| $14.9K | +$14K | +371 | New |
|
|
TFA
12
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$1.05M | -28,579 | Closed |
|
FGM Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q3 2024, worth a combined $7.32M — up 14% from $6.43M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FGM positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $978K. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.05M sold.
- 12 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $7.32M of First Trust Germany AlphaDEX Fund stock for Q3 2024, up 14% quarter-over-quarter.
- 2 funds opened new First Trust Germany AlphaDEX Fund positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest First Trust Germany AlphaDEX Fund buyer in Q3 2024 was GTS Securities, an estimated $978K added.
- The largest First Trust Germany AlphaDEX Fund seller in Q3 2024 was Old Mission Capital, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2024.