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Annis Gardner Whiting Capital Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q2 		– Sell
-350
Closed -$19.1K – 643
2026
Q1 		$19.1K Buy
+350
New +$19.6K ﹤0.01% 751

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FEP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2026, closing a stake of 350 shares — an estimated $19.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FEP in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 350 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $19.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's First Trust Europe AlphaDEX Fund position peaked at $19.1K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.