Waverly Advisors, LLC
Position in FGM — First Trust Germany AlphaDEX Fund
CIK 1568787
BIRMINGHAM, AL
All Filings in FGM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FGM | $207,429 | 3,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FGM | $259,479 | 4,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FGM | $285,816 | 4,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FGM | $280,278 | 4,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FGM | $228,310 | 4,973 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FGM | $210,217 | 5,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FGM | $231,314 | 5,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FGM | $221,081 | 5,993 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FGM | $262,173 | 6,538 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||