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

Concurrent Investment 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
2025
Q1 		– Sell
-10,571
Closed -$379K – 1267
2024
Q4 		$379K Sell
10,571
-456
-4% -$17K 0.01% 756
2024
Q3 		$429K Buy
11,027
+464
+4% +$17.6K 0.01% 667
2024
Q2 		$389K Buy
10,563
+18
+0.2% +$685 0.01% 664
2024
Q1 		$396K Buy
10,545
+4
+0% +$144 0.02% 608
2023
Q4 		$383K Buy
+10,541
New +$355K 0.02% 563

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concurrent Investment Advisors's FEP Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2025, closing a stake of 10,571 shares — an estimated $379K sold.

Concurrent Investment Advisors first reported a position in FEP in Q4 2023 and held it in 5 quarters. The position peaked at $429K in Q3 2024. 98 funds tracked by Wall St. Rank hold FEP as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,571 First Trust Europe AlphaDEX Fund shares in Q1 2025, an estimated $379K.
  • Concurrent Investment Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2023 and held it in 5 quarters.
  • Concurrent Investment Advisors's First Trust Europe AlphaDEX Fund position peaked at $429K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.