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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-20,404
Closed -$833K – 1602
2025
Q1 		$833K Sell
20,404
-1,753
-8% -$68.7K 0.01% 955
2024
Q4 		$794K Sell
22,157
-9,118
-29% -$339K 0.01% 1027
2024
Q3 		$1.22M Buy
31,275
+7,544
+32% +$287K 0.01% 841
2024
Q2 		$874K Buy
23,731
+521
+2% +$19.8K 0.01% 950
2024
Q1 		$872K Buy
23,210
+1,105
+5% +$39.9K 0.01% 971
2023
Q4 		$803K Sell
22,105
-665
-3% -$22.4K 0.01% 969
2023
Q3 		$752K Buy
22,770
+731
+3% +$25.2K 0.01% 941
2023
Q2 		$759K Buy
22,039
+915
+4% +$31.8K 0.01% 971
2023
Q1 		$734K Buy
21,124
+1,041
+5% +$36.2K 0.01% 947
2022
Q4 		$646K Sell
20,083
-931
-4% -$28.3K 0.01% 960
2022
Q3 		$554K Sell
21,014
-4,555
-18% -$139K 0.01% 968
2022
Q2 		$801K Sell
25,569
-1,602
-6% -$56.9K 0.02% 794
2022
Q1 		$1.05M Buy
+27,171
New +$1.09M 0.02% 709

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's FEP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2025, closing a stake of 20,404 shares — an estimated $833K sold.

Atria Wealth Solutions first reported a position in FEP in Q1 2022 and held it in 13 quarters. The position peaked at $1.22M in Q3 2024. 105 funds tracked by Wall St. Rank hold FEP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,404 First Trust Europe AlphaDEX Fund shares in Q2 2025, an estimated $833K.
  • Atria Wealth Solutions first reported a position in First Trust Europe AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Europe AlphaDEX Fund position peaked at $1.22M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.