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Advisor Resource Council’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Advisor Resource Council’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
2022
Q2 		– Sell
-6,049
Closed -$234K – 533
2022
Q1 		$234K Sell
6,049
-102
-2% -$4.08K 0.07% 181
2021
Q4 		$265K Buy
+6,151
New +$264K 0.02% 472

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Resource Council's FEP Position: Q2 2022 in Review

Advisor Resource Council sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2022, closing a stake of 6,049 shares — an estimated $234K sold.

Advisor Resource Council first reported a position in FEP in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 98 funds tracked by Wall St. Rank hold FEP as of Q2 2022.

  • Advisor Resource Council reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Advisor Resource Council sold 6,049 First Trust Europe AlphaDEX Fund shares in Q2 2022, an estimated $234K.
  • Advisor Resource Council first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Advisor Resource Council's First Trust Europe AlphaDEX Fund position peaked at $265K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.