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

Burt 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
2020 Q2	–	Sell	-872	Closed	-$23K	–	416
2020 Q1	$23K	Hold	872	–	–	0.01%	214
2019 Q4	$33K	Hold	872	–	–	0.01%	198
2019 Q3	$30K	Hold	872	–	–	0.01%	203
2019 Q2	$31K	Hold	872	–	–	0.01%	200
2019 Q1	$30K	Hold	872	–	–	0.01%	206
2018 Q4	$27K	Hold	872	–	–	0.01%	209
2018 Q3	$33K	Hold	872	–	–	0.02%	210
2018 Q2	$33K	Hold	872	–	–	0.02%	206
2018 Q1	$35K	Hold	872	–	–	0.02%	210
2017 Q4	$34K	Hold	872	–	–	0.02%	208
2017 Q3	$33K	Hold	872	–	–	0.02%	205
2017 Q2	$30K	Hold	872	–	–	0.02%	227
2017 Q1	$28K	Hold	872	–	–	0.02%	206
2016 Q4	$25K	Hold	872	–	–	0.02%	216
2016 Q3	$25K	Hold	872	–	–	0.03%	204
2016 Q2	$23K	Hold	872	–	–	0.03%	206
2016 Q1	$25K	Hold	872	–	–	0.02%	224
2015 Q4	$25K	Hold	872	–	–	0.02%	184
2015 Q3	$24K	Hold	872	–	–	0.03%	167
2015 Q2	$26K	Hold	872	–	–	0.03%	182
2015 Q1	$27K	Hold	872	–	–	0.03%	169
2014 Q4	$26K	Buy	+872	New	+$25.9K	0.03%	173

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Burt Wealth Advisors's FEP Position: Q2 2020 in Review

Burt Wealth Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2020, closing a stake of 872 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in FEP in Q4 2014 and held it in 22 quarters. The position peaked at $35K in Q1 2018. 80 funds tracked by Wall St. Rank hold FEP as of Q2 2020.

Burt Wealth Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 872 First Trust Europe AlphaDEX Fund shares in Q2 2020, an estimated $23K.
Burt Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's First Trust Europe AlphaDEX Fund position peaked at $35K in Q1 2018.
80 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.