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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Atria Investments's FEP Position: Q1 2026 in Review

Atria Investments reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 3.8% in Q1 2026, selling an estimated $51.3K and leaving 23,332 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #930.

Atria Investments first reported a position in FEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

Atria Investments held 23,332 shares of First Trust Europe AlphaDEX Fund worth $1.27M as of Q1 2026.
Atria Investments sold 915 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $51.3K.
First Trust Europe AlphaDEX Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #930 holding.
Atria Investments first reported a position in First Trust Europe AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
Atria Investments's First Trust Europe AlphaDEX Fund position peaked at $1.3M in Q4 2025.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.