Capital Investment Advisory Services’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-97	Closed	-$3K	–	791
2019 Q3	$3K	Hold	97	–	–	﹤0.01%	1207
2019 Q2	$3K	Hold	97	–	–	﹤0.01%	1219
2019 Q1	$3K	Hold	97	–	–	﹤0.01%	1046
2018 Q4	$3K	Buy	+97	New	+$3.25K	﹤0.01%	996

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Investment Advisory Services's FEP Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2019, closing a stake of 97 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in FEP in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 107 funds tracked by Wall St. Rank hold FEP as of Q4 2019.

Capital Investment Advisory Services reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 97 First Trust Europe AlphaDEX Fund shares in Q4 2019, an estimated $3K.
Capital Investment Advisory Services first reported a position in First Trust Europe AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's First Trust Europe AlphaDEX Fund position peaked at $3K in Q3 2019.
107 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.