Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$12.2M Buy
214,361
+9,828
+5% +$571K 0.01% 1027
2026
Q1 		$11.2M Buy
204,533
+4,869
+2% +$273K 0.01% 1004
2025
Q4 		$10.7M Sell
199,664
-1,258
-0.6% -$64.9K 0.01% 984
2025
Q3 		$10.3M Buy
200,922
+27,482
+16% +$1.36M 0.01% 961
2025
Q2 		$8.29M Buy
173,440
+30,029
+21% +$1.33M 0.01% 919
2025
Q1 		$5.86M Buy
143,411
+31,373
+28% +$1.23M 0.01% 1020
2024
Q4 		$4.01M Buy
112,038
+3,387
+3% +$126K 0.01% 1168
2024
Q3 		$4.23M Sell
108,651
-3,169
-3% -$120K 0.01% 1090
2024
Q2 		$4.12M Sell
111,820
-3,277
-3% -$125K 0.01% 1099
2024
Q1 		$4.33M Buy
115,097
+47,211
+70% +$1.7M 0.01% 1065
2023
Q4 		$2.47M Buy
67,886
+4,885
+8% +$164K 0.02% 705
2023
Q3 		$2.08M Buy
63,001
+3,192
+5% +$110K 0.02% 729
2023
Q2 		$2.06M Buy
59,809
+5,922
+11% +$206K 0.02% 754
2023
Q1 		$1.87M Sell
53,887
-4,580
-8% -$159K 0.02% 765
2022
Q4 		$1.88M Buy
58,467
+43,713
+296% +$1.33M 0.02% 735
2022
Q3 		$389K Sell
14,754
-295
-2% -$8.97K 0.01% 1116
2022
Q2 		$471K Sell
15,049
-14,312
-49% -$509K 0.01% 1133
2022
Q1 		$1.14M Sell
29,361
-4,912
-14% -$196K 0.02% 778
2021
Q4 		$1.48M Sell
34,273
-246
-0.7% -$10.6K 0.02% 657
2021
Q3 		$1.45M Buy
34,519
+2,524
+8% +$110K 0.02% 630
2021
Q2 		$1.37M Buy
31,995
+2,602
+9% +$113K 0.02% 654
2021
Q1 		$1.2M Sell
29,393
-10,314
-26% -$410K 0.02% 599
2020
Q4 		$1.51M Buy
+39,707
New +$1.42M 0.03% 518
2019
Q3 		– Sell
-20,729
Closed -$731K – 548
2019
Q2 		$731K Buy
20,729
+9,182
+80% +$322K 0.09% 226
2019
Q1 		$401K Sell
11,547
-1,505
-12% -$51.1K 0.06% 315
2018
Q4 		$404K Sell
13,052
-2,388
-15% -$80K 0.07% 289
2018
Q3 		$591K Buy
15,440
+7,261
+89% +$281K 0.09% 245
2018
Q2 		$315K Buy
8,179
+560
+7% +$22.5K 0.06% 315
2018
Q1 		$302K Sell
7,619
-34
-0.4% -$1.37K 0.06% 302
2017
Q4 		$300K Buy
+7,653
New +$291K 0.06% 321

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cetera Investment Advisers's FEP Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Europe AlphaDEX Fund (FEP) stake by 4.8% in Q2 2026, buying an estimated $571K and bringing the position to 214,361 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #1027.

Cetera Investment Advisers first reported a position in FEP in Q4 2017 and has held it in 30 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Cetera Investment Advisers held 214,361 shares of First Trust Europe AlphaDEX Fund worth $12.2M as of Q2 2026.
  • Cetera Investment Advisers bought 9,828 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $571K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1027 holding.
  • Cetera Investment Advisers first reported a position in First Trust Europe AlphaDEX Fund in Q4 2017 and has held it in 30 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.