First Trust Germany AlphaDEX Fund
FGM
12 hedge funds and large institutions have $5.45M invested in First Trust Germany AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.4% less ownership
Funds ownership: 73.33% → 70.93% (-2.4%)
26% less capital invested
Capital invested by funds: $7.32M → $5.45M (-$1.87M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$229K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$35.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.34M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$563K |
| 3 |
Morgan Stanley
New York
|
-$15.5K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.9K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIH
1
Meitav Investment House
Bene-Beraq,
Israel
| $2M | -$563K | -14,520 | -22% |
|
|
GS
2
GTS Securities
New York
| $1.22M | +$229K | +5,921 | +23% |
|
|
3
Jane Street
New York
| $596K | -$1.34M | -34,638 | -69% |
|
|
CCA
4
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $530K | -$5.81K | -150 | -1% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $403K | +$35.1K | +906 | +9% |
|
6
Goldman Sachs
New York
| $247K | -$4.65K | -120 | -2% |
|
|
WA
7
Waverly Advisors
Birmingham,
Alabama
| $210K | -$12.4K | -320 | -6% |
|
|
8
Morgan Stanley
New York
| $95K | -$15.5K | -400 | -14% |
|
|
GSWM
9
Golden State Wealth Management
Santa Ana,
California
| $80.4K | +$81K | +2,092 | New |
|
|
CAS
10
Coppell Advisory Solutions
Coppell,
Texas
| $40.1K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $26K | +$4.96K | +128 | +23% |
|
|
TFA
12
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$14.9K | -371 | Closed |
|
FGM Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Germany AlphaDEX Fund (FGM) for Q4 2024, worth a combined $5.45M — down 26% from $7.32M a quarter earlier.
Fund positioning in FGM was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was GTS Securities, adding an estimated $229K. The largest seller was Jane Street, cutting an estimated $1.34M.
- 12 institutional investors held First Trust Germany AlphaDEX Fund (FGM) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $5.45M of First Trust Germany AlphaDEX Fund stock for Q4 2024, down 26% quarter-over-quarter.
- 1 fund opened new First Trust Germany AlphaDEX Fund positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest First Trust Germany AlphaDEX Fund buyer in Q4 2024 was GTS Securities, an estimated $229K added.
- The largest First Trust Germany AlphaDEX Fund seller in Q4 2024 was Jane Street, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2024.