Certified Advisory Corp’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-219	Closed	-$9K	–	382
2021 Q1	$9K	Buy	+219	New	+$8.7K	﹤0.01%	604
2020 Q2	$7K	Hold	219	–	–	﹤0.01%	598
2020 Q1	$6K	Hold	219	–	–	﹤0.01%	597
2019 Q4	$8K	Hold	219	–	–	﹤0.01%	614
2019 Q3	$8K	Hold	219	–	–	﹤0.01%	620
2019 Q2	$8K	Buy	+219	New	+$7.68K	﹤0.01%	615

Other funds holding FEP

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ABTD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Certified Advisory Corp's FEP Position: Q2 2021 in Review

Certified Advisory Corp sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2021, closing a stake of 219 shares — an estimated $9K sold.

Certified Advisory Corp first reported a position in FEP in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 101 funds tracked by Wall St. Rank hold FEP as of Q2 2021.

Certified Advisory Corp reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 219 First Trust Europe AlphaDEX Fund shares in Q2 2021, an estimated $9K.
Certified Advisory Corp first reported a position in First Trust Europe AlphaDEX Fund in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's First Trust Europe AlphaDEX Fund position peaked at $9K in Q1 2021.
101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.