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First Trust Germany AlphaDEX Fund (FGM) Institutional Ownership

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$40.84
-0.18 (-0.44%)
(As of 05/16/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Germany AlphaDEX Fund (NASDAQ:FGM)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$14.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$8.98M
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FGM Institutional Buying and Selling by Quarter

First Trust Germany AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Cottonwood Capital Advisors LLC16,252$630K0.5%-2.7%6.501%
2/8/2024 Foundations Investment Advisors LLC13,573$520K0.0%-88.3%3.878%
1/23/2024StrategIQ Financial Group LLC6,538$254K0.0%-6.1%1.635%
11/6/2023 Cottonwood Capital Advisors LLC18,687$676K0.6%-4.1%3.398%
10/30/2023 Meitav Investment House Ltd.66,520$2.40M0.0%-66.7%12.095%
10/5/2023 Foundations Investment Advisors LLC115,990$4.20M0.1%N/A21.089%
8/10/2023 Meitav Investment House Ltd.199,560$5.08M0.1%+200.0%36.284%
8/4/2023 Cottonwood Capital Advisors LLC19,476$756K0.7%-3.8%3.541%
8/2/2023 Bank of Montreal Can6,046$240K0.0%N/A1.099%
7/25/2023 Raymond James & Associates8,919$346K0.0%-12.3%1.622%
7/24/2023 Meitav 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%
5/11/2023 Meitav Investment House Ltd.66,520$2.67M0.0%-66.7%16.630%
3/6/2023 OLD Mission Capital LLC21,674$766K0.0%-23.1%5.419%
2/7/2023 MTM Investment Management LLC821$29K0.0%-52.8%0.205%
2/6/2023 Cottonwood Capital Advisors LLC20,489$724K0.6%-30.0%5.122%
1/13/2023StrategIQ Financial Group LLC8,063$285K0.0%-11.8%2.016%
11/14/2022 OLD Mission Capital LLC28,192$798K0.0%+327.3%7.048%
11/10/2022 Credit Suisse AG50,000$1.42M0.0%N/A12.500%
11/1/2022 Cottonwood Capital Advisors LLC29,280$829K0.8%-1.3%7.320%
10/31/2022 Meitav Dash Investments Ltd.199,560$3.75M0.1%+200.0%49.890%
10/25/2022 Raymond James & Associates11,366$322K0.0%-61.4%2.842%
10/21/2022StrategIQ Financial Group LLC9,138$259K0.0%-8.6%2.285%
8/8/2022 Truepoint Inc.7,500$253K0.0%-25.0%1.364%
8/2/2022 Treasure Coast Financial Planning8,587$290K0.2%-83.5%1.561%
7/27/2022 Cottonwood Capital Advisors LLC29,673$1.00M0.9%-6.0%5.395%
5/11/2022 Truepoint Inc.10,000$439K0.0%N/A1.429%
5/9/2022 Treasure Coast Financial Planning52,050$2.28M1.8%+13.9%7.436%
4/18/2022 Cottonwood Capital Advisors LLC31,581$1.39M1.1%+4.8%4.512%
2/15/2022 Treasure Coast Financial Planning45,678$2.45M1.9%N/A2.768%
2/10/2022 OLD Mission Capital LLC52,667$2.83M0.1%+1.2%3.098%
2/9/2022 Ameliora Wealth Management Ltd.11,350$555K0.5%N/A0.668%
2/9/2022 AlphaMark Advisors LLC685$37K0.0%-42.2%0.040%
2/8/2022 Meitav Dash Investments Ltd.66,520$3.58M0.1%N/A3.913%
2/8/2022 Raymond James & Associates56,579$3.04M0.0%+5.2%3.328%
2/8/2022 First Trust Advisors LP827,799$44.43M0.0%-13.4%48.694%
2/4/2022StrategIQ Financial Group LLC10,393$558K0.1%-8.5%0.611%
1/28/2022 Cottonwood Capital Advisors LLC30,148$1.62M1.3%N/A1.773%
11/16/2021 Migdal 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%
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11/15/2021 HighTower Advisors LLC12,274$674K0.0%N/A0.663%
11/12/2021 OLD Mission Capital LLC52,047$2.86M0.1%+51.8%2.813%
11/5/2021 Advisor Group Holdings Inc.3,796$209K0.0%-70.0%0.205%
11/2/2021 Raymond James Financial Services Advisors Inc.15,651$859K0.0%-2.1%0.846%
11/2/2021 Raymond James & Associates53,802$2.95M0.0%+0.4%2.908%
10/22/2021 MTM Investment Management LLC2,181$120K0.1%-7.9%0.118%
8/17/2021 Wells Fargo & Company MN56,930$3.25M0.0%-7.7%2.996%
8/16/2021 First 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%
8/13/2021 OLD Mission Capital LLC34,276$1.96M0.1%N/A1.804%
8/13/2021 LPL Financial LLC15,178$866K0.0%N/A0.799%
8/13/2021 Stifel Financial Corp7,600$433K0.0%N/A0.400%
8/11/2021 Baird 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%
8/2/2021 Advisor 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, 12 institutional investors and hedge funds held shares of First Trust Germany AlphaDEX Fund. The most heavily invested institutionals were Meitav Dash Investments Ltd. ($3.75M), Meitav Investment House Ltd. ($2.40M), Credit Suisse AG ($1.42M), OLD Mission Capital LLC ($766K), Cottonwood Capital Advisors LLC ($630K), Foundations Investment Advisors LLC ($520K), and Raymond James & Associates ($346K).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), Meitav Dash Investments Ltd. ($133.04K), Foundations Investment Advisors LLC ($115.99K), Credit Suisse AG ($50K), OLD Mission Capital LLC ($21.60K), 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 592,751 shares in the last 24 months. This purchase volume represents approximately $26.36M in transactions.

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

Of the 9 institutional investors that sold First Trust Germany AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meitav Investment House Ltd. ($266.08K), Foundations Investment Advisors LLC ($102.42K), Treasure Coast Financial Planning ($43.46K), Raymond James & Associates ($19.34K), Cottonwood Capital Advisors LLC ($13.09K), OLD Mission Capital LLC ($6.52K), and StrategIQ Financial Group LLC ($3.26K).

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

Institutional investors have sold a total of 457,581 shares in the last 24 months. This volume of shares sold represents approximately $24.70M in transactions.


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This page (NASDAQ:FGM) was last updated on 5/16/2024 by MarketBeat.com Staff

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