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Claro Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Claro Advisors’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
Q1 		– Sell
-365
Closed -$14K – 428
2018
Q4 		$14K Buy
+365
New +$12.2K 0.01% 612

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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 Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's FEP Position: Q1 2019 in Review

Claro Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2019, closing a stake of 365 shares — an estimated $14K sold.

Claro Advisors first reported a position in FEP in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 99 funds tracked by Wall St. Rank hold FEP as of Q1 2019.

  • Claro Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 365 First Trust Europe AlphaDEX Fund shares in Q1 2019, an estimated $14K.
  • Claro Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust Europe AlphaDEX Fund position peaked at $14K in Q4 2018.
  • 99 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.