Who owns FGM?
First Trust Germany AlphaDEX Fund · First Trust
25 institutions reported holding FGM, worth $89.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FGM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| First Trust Advisors LP | Wheaton, IL | $66.0M | 1,040,078 | +114,980 shares |
| &Partners | Nashville, TN | $7.8M | 122,858 | +3,922 shares |
| Advisory Services Network, LLC | Atlanta, GA | $4.2M | 66,562 | +7,889 shares |
| Meitav Investment House Ltd. | Bene-Beraq, Israel | $3.3M | 52,000 | No change |
| Flow Traders U.S. LLC | New York, NY | $1.8M | 28,756 | +21,416 shares |
| Cottonwood Capital Advisors, LLC | Salt Lake City, UT | $1.3M | 20,441 | +443 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.0M | 16,230 | +1,038 shares |
| Citadel Advisors LLC | Miami, FL | $727K | 11,448 | −44,079 shares |
| Transamerica Financial Advisors, LLC | Cedar Rapids, IA | $678K | 10,682 | −752 shares |
| Genesee Capital Advisors, LLC | Auburn, NY | $580K | 9,136 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FGM?
25 institutional managers reported holding FGM in Form 13F filings for June 30, 2026, worth $89.7M in total. The largest reported position was held by First Trust Advisors LP, at $66.0M.
Did institutions buy or sell FGM last quarter?
Reported 13F value rose 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FGM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.