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1776 Wealth’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

1776 Wealth’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$537K Hold
9,839
– – 0.21% 84
2025
Q4 		$529K Sell
9,839
-264
-3% -$13.6K 0.2% 82
2025
Q3 		$517K Sell
10,103
-441
-4% -$21.8K 0.2% 82
2025
Q2 		$504K Sell
10,544
-15
-0.1% -$663 0.21% 87
2025
Q1 		$431K Sell
10,559
-54
-0.5% -$2.12K 0.2% 95
2024
Q4 		$380K Sell
10,613
-656
-6% -$24.4K 0.17% 101
2024
Q3 		$439K Sell
11,269
-1,378
-11% -$52.3K 0.2% 99
2024
Q2 		$466K Sell
12,647
-195
-2% -$7.42K 0.21% 96
2024
Q1 		$483K Hold
12,842
– – 0.23% 80
2023
Q4 		$466K Sell
12,842
-602
-4% -$20.3K 0.23% 78
2023
Q3 		$444K Hold
13,444
– – 0.23% 74
2023
Q2 		$463K Sell
13,444
-2,234
-14% -$77.7K 0.24% 77
2023
Q1 		$545K Hold
15,678
– – 0.33% 54
2022
Q4 		$505K Buy
15,678
+83
+0.5% +$2.52K 0.36% 54
2022
Q3 		$411K Hold
15,595
– – 0.31% 66
2022
Q2 		$488K Hold
15,595
– – 0.34% 60
2022
Q1 		$603K Sell
15,595
-1,017
-6% -$40.7K 0.35% 51
2021
Q4 		$716K Buy
16,612
+2,627
+19% +$113K 0.38% 44
2021
Q3 		$586K Buy
13,985
+3,304
+31% +$144K 0.33% 45
2021
Q2 		$456K Buy
10,681
+437
+4% +$19K 0.26% 62
2021
Q1 		$417K Buy
10,244
+1,599
+18% +$63.5K 0.26% 62
2020
Q4 		$330K Sell
8,645
-398
-4% -$14.2K 0.21% 80
2020
Q3 		$300K Sell
9,043
-1,105
-11% -$36.7K 0.22% 72
2020
Q2 		$308K Sell
10,148
-6,319
-38% -$181K 0.21% 74
2020
Q1 		$520K Buy
16,467
+8,372
+103% +$281K 0.22% 77
2019
Q4 		$304K Buy
+8,095
New +$291K 0.26% 67

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

1776 Wealth's FEP Position: Q1 2026 in Review

1776 Wealth held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q1 2026 at 9,839 shares worth $537K. The position accounts for 0.21% of the portfolio, ranked #84.

1776 Wealth first reported a position in FEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $716K in Q4 2021. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • 1776 Wealth held 9,839 shares of First Trust Europe AlphaDEX Fund worth $537K as of Q1 2026.
  • 1776 Wealth left its First Trust Europe AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Europe AlphaDEX Fund made up 0.21% of 1776 Wealth's portfolio in Q1 2026, its #84 holding.
  • 1776 Wealth first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's First Trust Europe AlphaDEX Fund position peaked at $716K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.