Baird Financial Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Baird Financial 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
2026 Q1	$1.23M	Buy	+22,544	New	+$1.26M	﹤0.01%	1207
2022 Q1	–	Sell	-33,873	Closed	-$1.46M	–	1852
2021 Q4	$1.46M	Buy	33,873 +995	+3%	+$42.7K	﹤0.01%	1061
2021 Q3	$1.38M	Buy	+32,878	New	+$1.43M	﹤0.01%	1078
2020 Q1	–	Sell	-22,660	Closed	-$852K	–	1470
2019 Q4	$852K	Sell	22,660 -2,919	-11%	-$105K	﹤0.01%	1009
2019 Q3	$879K	Buy	25,579 +1,127	+5%	+$38.7K	﹤0.01%	1007
2019 Q2	$863K	Buy	+24,452	New	+$858K	﹤0.01%	1042
2015 Q3	–	Sell	-37,099	Closed	-$1.15M	–	1267
2015 Q2	$1.15M	Buy	+37,099	New	+$1.19M	0.01%	713

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

Baird Financial Group's FEP Position: Q1 2026 in Review

Baird Financial Group opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q1 2026: 22,544 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in FEP as recently as Q4 2021.

Baird Financial Group first reported a position in FEP in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2021. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

Baird Financial Group held 22,544 shares of First Trust Europe AlphaDEX Fund worth $1.23M as of Q1 2026.
First Trust Europe AlphaDEX Fund was a new Baird Financial Group position in Q1 2026.
First Trust Europe AlphaDEX Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1207 holding.
Baird Financial Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2015 and has held it in 7 quarters since.
Baird Financial Group's First Trust Europe AlphaDEX Fund position peaked at $1.46M in Q4 2021.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.