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

Clearview Wealth 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
2022 Q1	–	Sell	-367	Closed	-$16K	–	645
2021 Q4	$16K	Hold	367	–	–	0.01%	356
2021 Q3	$15K	Buy	367 +2	+0.5%	+$87	0.01%	367
2021 Q2	$16K	Buy	365 +5	+1%	+$217	0.01%	365
2021 Q1	$15K	Buy	360 +2	+0.6%	+$79	0.01%	364
2020 Q4	$14K	Buy	+358	New	+$12.8K	0.01%	335

Other funds holding FEP

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

BCI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

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

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

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

RJFSA

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Clearview Wealth Advisors's FEP Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2022, closing a stake of 367 shares — an estimated $16K sold.

Clearview Wealth Advisors first reported a position in FEP in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 111 funds tracked by Wall St. Rank hold FEP as of Q1 2022.

Clearview Wealth Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 367 First Trust Europe AlphaDEX Fund shares in Q1 2022, an estimated $16K.
Clearview Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's First Trust Europe AlphaDEX Fund position peaked at $16K in Q4 2021.
111 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.