AI
FEP icon

Atria Investments’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Atria Investments’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 		$1.32M Sell
23,211
-121
-0.5% -$7.04K 0.01% 968
2026
Q1 		$1.27M Sell
23,332
-915
-4% -$51.3K 0.01% 930
2025
Q4 		$1.3M Sell
24,247
-785
-3% -$40.5K 0.01% 932
2025
Q3 		$1.28M Sell
25,032
-75
-0.3% -$3.71K 0.01% 925
2025
Q2 		$1.2M Buy
25,107
+676
+3% +$29.9K 0.01% 946
2025
Q1 		$998K Sell
24,431
-1,813
-7% -$71K 0.01% 992
2024
Q4 		$940K Buy
26,244
+4,000
+18% +$149K 0.01% 1013
2024
Q3 		$866K Buy
22,244
+1,778
+9% +$67.5K 0.01% 1044
2024
Q2 		$753K Buy
+20,466
New +$779K 0.01% 1090

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 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

Atria Investments's FEP Position: Q2 2026 in Review

Atria Investments reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 0.52% in Q2 2026, selling an estimated $7.04K and leaving 23,211 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #968.

Atria Investments first reported a position in FEP in Q2 2024 and has held it in 9 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Atria Investments held 23,211 shares of First Trust Europe AlphaDEX Fund worth $1.32M as of Q2 2026.
  • Atria Investments sold 121 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $7.04K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Atria Investments's portfolio in Q2 2026, its #968 holding.
  • Atria Investments first reported a position in First Trust Europe AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.