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

Accel Wealth Management’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
2021
Q4 		– Sell
-425
Closed -$18K – 930
2021
Q3 		$18K Hold
425
– – 0.01% 525
2021
Q2 		$18K Hold
425
– – 0.01% 572
2021
Q1 		$17K Hold
425
– – 0.01% 544
2020
Q4 		$16K Buy
+425
New +$15.2K 0.01% 536

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's FEP Position: Q4 2021 in Review

Accel Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2021, closing a stake of 425 shares — an estimated $18K sold.

Accel Wealth Management first reported a position in FEP in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 106 funds tracked by Wall St. Rank hold FEP as of Q4 2021.

  • Accel Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Accel Wealth Management sold 425 First Trust Europe AlphaDEX Fund shares in Q4 2021, an estimated $18K.
  • Accel Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
  • Accel Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $18K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2021.

Based on Accel Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.