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First Trust Germany AlphaDEX Fund (FGM) Institutional Ownership

$54.12 +0.01 (+0.02%)
As of 05/21/2025 03:57 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.41M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.01M
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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
5/19/2025 Jane Street Group LLC52,451$2.41M0.0%+238.1%14.986%
5/14/2025 Flow Traders U.S. LLC16,429$754K0.0%N/A5.476%
4/23/2025 Cottonwood Capital Advisors LLC13,363$613K0.5%-3.2%4.454%
4/23/2025 Golden State Wealth Management LLC4,181$192K0.0%+99.9%1.394%
2/18/2025 GTS Securities LLC31,833$1.22M0.1%+22.9%15.917%
2/17/2025 Waverly Advisors LLC5,473$210K0.0%-5.5%2.737%
2/14/2025 Jane Street Group LLC15,513$596K0.0%-69.1%7.757%
2/3/2025 Meitav Investment House Ltd.52,000$2.00M0.0%-21.8%26.000%
1/28/2025 Golden State Wealth Management LLC2,092$80K0.0%N/A1.046%
11/15/2024 Jane Street Group LLC50,151$2.00M0.0%+38.6%25.076%
11/4/2024 Cottonwood Capital Advisors LLC13,959$557K0.4%-11.7%6.980%
7/17/2024 Cottonwood Capital Advisors LLC15,815$594K0.5%-2.7%6.326%
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%
7/25/2023Raymond 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%
11/10/2022Credit 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%
10/25/2022Raymond James & Associates11,366$322K0.0%-61.4%2.842%
10/21/2022StrategIQ Financial Group LLC9,138$259K0.0%-8.6%2.285%
8/8/2022 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%
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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%
2/9/2022AlphaMark Advisors LLC685$37K0.0%-42.2%0.040%
2/8/2022 Meitav Dash Investments Ltd.66,520$3.58M0.1%N/A3.913%
2/8/2022Raymond 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%
11/15/2021 Morgan Stanley209,263$11.49M0.0%+2.4%11.312%
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%
11/2/2021Raymond 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%
10/22/2021 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%
8/16/2021 Royal Bank of Canada5,022$286K0.0%-55.9%0.264%
8/16/2021 Morgan 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%
8/11/2021 Susquehanna 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, 11 institutional investors and hedge funds held shares of First Trust Germany AlphaDEX Fund. The most heavily invested institutionals were Jane Street Group LLC ($2.41M), Meitav Investment House Ltd. ($2.00M), GTS Securities LLC ($1.22M), Flow Traders U.S. LLC ($754K), Cottonwood Capital Advisors LLC ($613K), 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), Foundations Investment Advisors LLC ($115.99K), Jane Street Group LLC ($50.90K), Flow Traders U.S. LLC ($16.43K), Bank of Montreal Can ($6.05K), GTS Securities LLC ($5.92K), and Golden State Wealth Management LLC ($4.18K).

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

Institutional investors have bought a total of 465,550 shares in the last 24 months. This purchase volume represents approximately $18.18M 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. ($147.56K), Foundations Investment Advisors LLC ($102.42K), Jane Street Group LLC ($34.64K), Cottonwood Capital Advisors LLC ($4.74K), StrategIQ Financial Group LLC ($1.33K), Raymond James & Associates ($1.25K), and Waverly Advisors LLC ($320.00).

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

Institutional investors have sold a total of 292,249 shares in the last 24 months. This volume of shares sold represents approximately $10.99M in transactions.



This page (NASDAQ:FGM) was last updated on 5/22/2025 by MarketBeat.com Staff
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