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Capital A Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-25
Closed -$895 – 775
2024
Q4 		$895 Buy
+25
New +$930 ﹤0.01% 573

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital A Wealth Management's FEP Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2025, closing a stake of 25 shares — an estimated $895 sold.

Capital A Wealth Management first reported a position in FEP in Q4 2024 and held it in 1 quarter. The position peaked at $895 in Q4 2024. 98 funds tracked by Wall St. Rank hold FEP as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 25 First Trust Europe AlphaDEX Fund shares in Q1 2025, an estimated $895.
  • Capital A Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $895 in Q4 2024.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.