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ARS Wealth Advisors Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

ARS Wealth Advisors Group’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
Q3 		– Sell
-9,800
Closed -$307K – 152
2022
Q2 		$307K Buy
+9,800
New +$348K 0.04% 128

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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

ARS Wealth Advisors Group's FEP Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2022, closing a stake of 9,800 shares — an estimated $307K sold.

ARS Wealth Advisors Group first reported a position in FEP in Q2 2022 and held it in 1 quarter. The position peaked at $307K in Q2 2022. 82 funds tracked by Wall St. Rank hold FEP as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 9,800 First Trust Europe AlphaDEX Fund shares in Q3 2022, an estimated $307K.
  • ARS Wealth Advisors Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Europe AlphaDEX Fund position peaked at $307K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.