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Benjamin Edwards Inc’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Benjamin Edwards Inc’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 		$5.37M Buy
94,097
+1,761
+2% +$102K 0.05% 335
2026
Q1 		$5.04M Buy
92,336
+3,514
+4% +$197K 0.05% 329
2025
Q4 		$4.78M Buy
88,822
+20,211
+29% +$1.04M 0.05% 318
2025
Q3 		$3.51M Buy
68,611
+29,948
+77% +$1.48M 0.04% 377
2025
Q2 		$1.85M Buy
38,663
+6,650
+21% +$294K 0.02% 470
2025
Q1 		$1.31M Buy
32,013
+5,170
+19% +$203K 0.02% 510
2024
Q4 		$961K Buy
26,843
+10,392
+63% +$386K 0.01% 624
2024
Q3 		$641K Buy
16,451
+14,401
+702% +$547K 0.01% 721
2024
Q2 		$75K Buy
2,050
+36
+2% +$1.37K 0.01% 455
2024
Q1 		$76K Buy
2,014
+78
+4% +$2.81K 0.02% 439
2023
Q4 		$70K Buy
1,936
+150
+8% +$5.05K 0.02% 449
2023
Q3 		$59K Buy
1,786
+24
+1% +$829 0.01% 439
2023
Q2 		$61K Buy
1,762
+102
+6% +$3.55K 0.01% 442
2023
Q1 		$58K Sell
1,660
-301
-15% -$10.5K 0.01% 438
2022
Q4 		$63K Sell
1,961
-93
-5% -$2.82K 0.02% 403
2022
Q3 		$54K Sell
2,054
-899
-30% -$27.3K 0.02% 410
2022
Q2 		$92K Buy
2,953
+143
+5% +$5.08K 0.03% 348
2022
Q1 		$109K Sell
2,810
-2,404
-46% -$96.1K 0.03% 349
2021
Q4 		$225K Sell
5,214
-3
-0.1% -$129 0.07% 245
2021
Q3 		$219K Buy
5,217
+56
+1% +$2.44K 0.13% 173
2021
Q2 		$220K Buy
5,161
+1,411
+38% +$61.2K 0.15% 153
2021
Q1 		$152K Buy
3,750
+66
+2% +$2.62K 0.12% 172
2020
Q4 		$141K Sell
3,684
-128
-3% -$4.57K 0.11% 170
2020
Q3 		$127K Buy
3,812
+282
+8% +$9.36K 0.1% 153
2020
Q2 		$107K Buy
3,530
+1,014
+40% +$29K 0.09% 154
2020
Q1 		$65K Buy
+2,516
New +$84.6K 0.07% 155

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

Benjamin Edwards Inc's FEP Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Europe AlphaDEX Fund (FEP) stake by 1.9% in Q2 2026, buying an estimated $102K and bringing the position to 94,097 shares worth $5.37M. The position accounts for 0.05% of the portfolio, ranked #335.

Benjamin Edwards Inc first reported a position in FEP in Q1 2020 and has held it in 26 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Benjamin Edwards Inc held 94,097 shares of First Trust Europe AlphaDEX Fund worth $5.37M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,761 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $102K.
  • First Trust Europe AlphaDEX Fund made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #335 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Europe AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.