CIBC Private Wealth Group
FEP icon

CIBC Private Wealth Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

CIBC Private Wealth Group’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
Q4 		$12K Hold
223
– – ﹤0.01% 2356
2025
Q3 		$11.4K Hold
223
– – ﹤0.01% 2341
2025
Q2 		$10.7K Buy
+223
New +$9.85K ﹤0.01% 2233

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CIBC Private Wealth Group's FEP Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q4 2025 at 223 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

CIBC Private Wealth Group first reported a position in FEP in Q2 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold FEP as of Q4 2025.

  • CIBC Private Wealth Group held 223 shares of First Trust Europe AlphaDEX Fund worth $12K as of Q4 2025.
  • CIBC Private Wealth Group left its First Trust Europe AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2356 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.