Cerity Partners
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Cerity Partners’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Cerity Partners’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
2023
Q1 		– Sell
-6,927
Closed -$223K – 1866
2022
Q4 		$223K Buy
+6,927
New +$210K ﹤0.01% 1279

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Envestnet Asset Management
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cerity Partners's FEP Position: Q1 2023 in Review

Cerity Partners sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2023, closing a stake of 6,927 shares — an estimated $223K sold.

Cerity Partners first reported a position in FEP in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 100 funds tracked by Wall St. Rank hold FEP as of Q1 2023.

  • Cerity Partners reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Cerity Partners sold 6,927 First Trust Europe AlphaDEX Fund shares in Q1 2023, an estimated $223K.
  • Cerity Partners first reported a position in First Trust Europe AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Cerity Partners's First Trust Europe AlphaDEX Fund position peaked at $223K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.