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Bellevue Asset Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Bellevue Asset Management’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 		$1.31M Buy
24,032
+823
+4% +$46.2K 0.66% 26
2025
Q4 		$1.25M Buy
23,209
+56
+0.2% +$2.89K 0.4% 26
2025
Q3 		$1.19M Buy
+23,153
New +$1.14M 0.55% 26

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bellevue Asset Management's FEP Position: Q1 2026 in Review

Bellevue Asset Management increased its First Trust Europe AlphaDEX Fund (FEP) stake by 3.5% in Q1 2026, buying an estimated $46.2K and bringing the position to 24,032 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #26.

Bellevue Asset Management first reported a position in FEP in Q3 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • Bellevue Asset Management held 24,032 shares of First Trust Europe AlphaDEX Fund worth $1.31M as of Q1 2026.
  • Bellevue Asset Management bought 823 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $46.2K.
  • First Trust Europe AlphaDEX Fund made up 0.66% of Bellevue Asset Management's portfolio in Q1 2026, its #26 holding.
  • Bellevue Asset Management first reported a position in First Trust Europe AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.