Creative Financial Designs’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Creative Financial Designs’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	-42	Closed	-$1.5K	–	2071
2024 Q4	$1.5K	Hold	42	–	–	﹤0.01%	1637
2024 Q3	$1.64K	Hold	42	–	–	﹤0.01%	1545
2024 Q2	$1.55K	Hold	42	–	–	﹤0.01%	1509
2024 Q1	$1.58K	Hold	42	–	–	﹤0.01%	1511
2023 Q4	$1.52K	Hold	42	–	–	﹤0.01%	1466
2023 Q3	$1.39K	Sell	42 -728	-95%	-$25.1K	﹤0.01%	1376
2023 Q2	$26.5K	Sell	770 -28	-4%	-$974	﹤0.01%	789
2023 Q1	$27.7K	Sell	798 -330	-29%	-$11.5K	﹤0.01%	728
2022 Q4	$36.3K	Hold	1,128	–	–	0.01%	628
2022 Q3	$30K	Hold	1,128	–	–	﹤0.01%	645
2022 Q2	$35K	Sell	1,128 -662	-37%	-$23.5K	0.01%	616
2022 Q1	$69K	Hold	1,790	–	–	0.01%	491
2021 Q4	$77K	Buy	1,790 +645	+56%	+$27.7K	0.01%	488
2021 Q3	$48K	Buy	1,145 +445	+64%	+$19.4K	0.01%	624
2021 Q2	$30K	Buy	700 +310	+79%	+$13.5K	0.01%	742
2021 Q1	$16K	Buy	+390	New	+$15.5K	﹤0.01%	835
2020 Q1	–	Sell	-2,898	Closed	-$110K	–	505
2019 Q4	$110K	Buy	2,898 +966	+50%	+$34.7K	0.05%	186
2019 Q3	$64K	Buy	+1,932	New	+$66.4K	0.03%	213
2017 Q4	–	Sell	-800	Closed	-$30K	–	720
2017 Q3	$30K	Hold	800	–	–	0.02%	284
2017 Q2	$28K	Hold	800	–	–	0.02%	285
2017 Q1	$26K	Hold	800	–	–	0.02%	290
2016 Q4	$23K	Buy	+800	New	+$22.8K	0.02%	299

Other funds holding FEP

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Creative Financial Designs's FEP Position: Q1 2025 in Review

Creative Financial Designs sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2025, closing a stake of 42 shares — an estimated $1.5K sold.

Creative Financial Designs first reported a position in FEP in Q4 2016 and held it in 22 quarters. The position peaked at $110K in Q4 2019. 98 funds tracked by Wall St. Rank hold FEP as of Q1 2025.

Creative Financial Designs reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 42 First Trust Europe AlphaDEX Fund shares in Q1 2025, an estimated $1.5K.
Creative Financial Designs first reported a position in First Trust Europe AlphaDEX Fund in Q4 2016 and held it in 22 quarters.
Creative Financial Designs's First Trust Europe AlphaDEX Fund position peaked at $110K in Q4 2019.
98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.