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First Trust Germany AlphaDEX Fund (FGM) Institutional Ownership

$40.57 +0.94 (+2.37%)
As of 03:53 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Germany AlphaDEX Fund (NASDAQ:FGM)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$557.62K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.11M
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FGM Institutional Buying and Selling by Quarter

First Trust Germany AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane Street Group LLC50,151$2.00M0.0%+38.6%25.076%
11/4/2024Cottonwood Capital Advisors LLC13,959$557K0.4%-11.7%6.980%
7/17/2024Cottonwood Capital Advisors LLC15,815$594K0.5%-2.7%6.326%
4/26/2024Cottonwood Capital Advisors LLC16,252$630K0.5%-2.7%6.501%
2/8/2024Foundations Investment Advisors LLC13,573$520K0.0%-88.3%3.878%
1/23/2024StrategIQ Financial Group LLC6,538$254K0.0%-6.1%1.635%
11/6/2023Cottonwood Capital Advisors LLC18,687$676K0.6%-4.1%3.398%
10/30/2023Meitav Investment House Ltd.66,520$2.40M0.0%-66.7%12.095%
10/5/2023Foundations Investment Advisors LLC115,990$4.20M0.1%N/A21.089%
8/10/2023Meitav Investment House Ltd.199,560$5.08M0.1%+200.0%36.284%
8/4/2023Cottonwood Capital Advisors LLC19,476$756K0.7%-3.8%3.541%
8/2/2023Bank of Montreal Can6,046$240K0.0%N/A1.099%
7/25/2023Raymond James & Associates8,919$346K0.0%-12.3%1.622%
7/24/2023Meitav Investment House Ltd.199,560$5.08M0.1%+200.0%36.284%
7/18/2023StrategIQ Financial Group LLC7,163$278K0.0%-11.2%1.302%
5/11/2023Meitav Investment House Ltd.66,520$2.67M0.0%-66.7%16.630%
3/6/2023OLD Mission Capital LLC21,674$766K0.0%-23.1%5.419%
2/7/2023MTM Investment Management LLC821$29K0.0%-52.8%0.205%
2/6/2023Cottonwood Capital Advisors LLC20,489$724K0.6%-30.0%5.122%
1/13/2023StrategIQ Financial Group LLC8,063$285K0.0%-11.8%2.016%
11/14/2022OLD Mission Capital LLC28,192$798K0.0%+327.3%7.048%
11/10/2022Credit Suisse AG50,000$1.42M0.0%N/A12.500%
11/1/2022Cottonwood Capital Advisors LLC29,280$829K0.8%-1.3%7.320%
10/31/2022Meitav Dash Investments Ltd.199,560$3.75M0.1%+200.0%49.890%
10/25/2022Raymond James & Associates11,366$322K0.0%-61.4%2.842%
10/21/2022StrategIQ Financial Group LLC9,138$259K0.0%-8.6%2.285%
8/8/2022Truepoint Inc.7,500$253K0.0%-25.0%1.364%
8/2/2022Treasure Coast Financial Planning8,587$290K0.2%-83.5%1.561%
7/27/2022Cottonwood Capital Advisors LLC29,673$1.00M0.9%-6.0%5.395%
5/11/2022Truepoint Inc.10,000$439K0.0%N/A1.429%
5/9/2022Treasure Coast Financial Planning52,050$2.28M1.8%+13.9%7.436%
4/18/2022Cottonwood Capital Advisors LLC31,581$1.39M1.1%+4.8%4.512%
2/15/2022Treasure Coast Financial Planning45,678$2.45M1.9%N/A2.768%
2/10/2022OLD Mission Capital LLC52,667$2.83M0.1%+1.2%3.098%
2/9/2022Ameliora Wealth Management Ltd.11,350$555K0.5%N/A0.668%
2/9/2022AlphaMark Advisors LLC685$37K0.0%-42.2%0.040%
2/8/2022Meitav Dash Investments Ltd.66,520$3.58M0.1%N/A3.913%
2/8/2022Raymond James & Associates56,579$3.04M0.0%+5.2%3.328%
2/8/2022First Trust Advisors LP827,799$44.43M0.0%-13.4%48.694%
2/4/2022StrategIQ Financial Group LLC10,393$558K0.1%-8.5%0.611%
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1/28/2022Cottonwood Capital Advisors LLC30,148$1.62M1.3%N/A1.773%
11/16/2021Migdal Insurance & Financial Holdings Ltd.66,520$3.65M0.0%-4.4%3.596%
11/15/2021Morgan Stanley209,263$11.49M0.0%+2.4%11.312%
11/15/2021HighTower Advisors LLC12,274$674K0.0%N/A0.663%
11/12/2021OLD Mission Capital LLC52,047$2.86M0.1%+51.8%2.813%
11/5/2021Advisor Group Holdings Inc.3,796$209K0.0%-70.0%0.205%
11/2/2021Raymond James Financial Services Advisors Inc.15,651$859K0.0%-2.1%0.846%
11/2/2021Raymond James & Associates53,802$2.95M0.0%+0.4%2.908%
10/22/2021MTM Investment Management LLC2,181$120K0.1%-7.9%0.118%
8/17/2021Wells Fargo & Company MN56,930$3.25M0.0%-7.7%2.996%
8/16/2021First Trust Advisors LP992,085$56.58M0.1%-5.5%52.215%
8/16/2021Royal Bank of Canada5,022$286K0.0%-55.9%0.264%
8/16/2021Morgan Stanley204,382$11.66M0.0%-32.0%10.757%
8/13/2021OLD Mission Capital LLC34,276$1.96M0.1%N/A1.804%
8/13/2021LPL Financial LLC15,178$866K0.0%N/A0.799%
8/13/2021Stifel Financial Corp7,600$433K0.0%N/A0.400%
8/11/2021Baird Financial Group Inc.13,379$763K0.0%-2.2%0.704%
8/11/2021Susquehanna International Group LLP11,754$670K0.0%-43.5%0.619%
8/3/2021StrategIQ Financial Group LLC11,363$648K0.1%-7.3%0.598%
8/2/2021Advisor Group Holdings Inc.12,643$723K0.0%+239.4%0.665%
(Data available from 1/1/2016 forward)

FGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FGM shares?

During the previous two years, 9 institutional investors and hedge funds held shares of First Trust Germany AlphaDEX Fund. The most heavily invested institutionals were Meitav Investment House Ltd. ($2.40M), Jane Street Group LLC ($2.00M), OLD Mission Capital LLC ($766K), Cottonwood Capital Advisors LLC ($557K), Foundations Investment Advisors LLC ($520K), Raymond James & Associates ($346K), and StrategIQ Financial Group LLC ($254K).Learn more on FGM's institutional investors.

Which institutional investors have been buying First Trust Germany AlphaDEX Fund stock?

The following institutional investors have purchased First Trust Germany AlphaDEX Fund stock in the last 24 months: Meitav Investment House Ltd. ($266.08K), Foundations Investment Advisors LLC ($115.99K), Jane Street Group LLC ($13.97K), and Bank of Montreal Can ($6.05K).

How much institutional buying is happening at First Trust Germany AlphaDEX Fund?

Institutional investors have bought a total of 402,081 shares in the last 24 months. This purchase volume represents approximately $15.33M in transactions.

Which First Trust Germany AlphaDEX Fund major shareholders have been selling company stock?

The following institutional investors have sold First Trust Germany AlphaDEX Fund stock in the last 24 months: Meitav Investment House Ltd. ($266.08K), Foundations Investment Advisors LLC ($102.42K), Cottonwood Capital Advisors LLC ($13.08K), OLD Mission Capital LLC ($6.52K), StrategIQ Financial Group LLC ($1.33K), Raymond James & Associates ($1.25K), and MTM Investment Management LLC ($919.00).

How much institutional selling is happening at First Trust Germany AlphaDEX Fund?

Institutional investors have sold a total of 391,593 shares in the last 24 months. This volume of shares sold represents approximately $20.39M in transactions.



This page (NASDAQ:FGM) was last updated on 1/21/2025 by MarketBeat.com Staff
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