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Coppell Advisory Solutions Corp’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$2.84M Buy
+75,532
New +$2.73M 0.54% 42
2023
Q1 		$2.06M Buy
59,208
+13,692
+30% +$477K 0.67% 35
2022
Q4 		$1.46M Buy
+45,516
New +$1.38M 0.5% 52

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Coppell Advisory Solutions Corp's FEP Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q1 2024: 75,532 shares worth $2.84M. The stake represents 0.54% of the portfolio and ranks #42 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FEP as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FEP in Q4 2022 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold FEP as of Q1 2024.

  • Coppell Advisory Solutions Corp held 75,532 shares of First Trust Europe AlphaDEX Fund worth $2.84M as of Q1 2024.
  • First Trust Europe AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Europe AlphaDEX Fund made up 0.54% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #42 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Europe AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.