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Accuvest Global Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Accuvest Global Advisors’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
2014
Q4 		– Sell
-23,200
Closed -$714K – 97
2014
Q3 		$714K Hold
23,200
– – 0.23% 41
2014
Q2 		$805K Buy
+23,200
New +$820K 0.25% 44

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accuvest Global Advisors's FEP Position: Q4 2014 in Review

Accuvest Global Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2014, closing a stake of 23,200 shares — an estimated $714K sold.

Accuvest Global Advisors first reported a position in FEP in Q2 2014 and held it in 2 quarters. The position peaked at $805K in Q2 2014. 45 funds tracked by Wall St. Rank hold FEP as of Q4 2014.

  • Accuvest Global Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 23,200 First Trust Europe AlphaDEX Fund shares in Q4 2014, an estimated $714K.
  • Accuvest Global Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Accuvest Global Advisors's First Trust Europe AlphaDEX Fund position peaked at $805K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2014.

Based on Accuvest Global Advisors's 13F filing for Q4 2014, filed 14 Jan 2015.