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BlueChip Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

BlueChip Wealth Advisors’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 		$278K Buy
5,082
+677
+15% +$38K 0.12% 125
2025
Q4 		$237K Hold
4,405
– – 0.1% 145
2025
Q3 		$225K Buy
4,405
+49
+1% +$2.42K 0.1% 145
2025
Q2 		$208K Buy
+4,356
New +$192K 0.09% 163

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

BlueChip Wealth Advisors's FEP Position: Q1 2026 in Review

BlueChip Wealth Advisors increased its First Trust Europe AlphaDEX Fund (FEP) stake by 15% in Q1 2026, buying an estimated $38K and bringing the position to 5,082 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #125.

BlueChip Wealth Advisors first reported a position in FEP in Q2 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • BlueChip Wealth Advisors held 5,082 shares of First Trust Europe AlphaDEX Fund worth $278K as of Q1 2026.
  • BlueChip Wealth Advisors bought 677 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $38K.
  • First Trust Europe AlphaDEX Fund made up 0.12% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • BlueChip Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.