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

Edge 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
2017
Q3 		– Sell
-212
Closed -$7K – 906
2017
Q2 		$7K Buy
+212
New +$7.26K ﹤0.01% 767

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edge Advisors's FEP Position: Q3 2017 in Review

Edge Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2017, closing a stake of 212 shares — an estimated $7K sold.

Edge Advisors first reported a position in FEP in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 65 funds tracked by Wall St. Rank hold FEP as of Q3 2017.

  • Edge Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 212 First Trust Europe AlphaDEX Fund shares in Q3 2017, an estimated $7K.
  • Edge Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's First Trust Europe AlphaDEX Fund position peaked at $7K in Q2 2017.
  • 65 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.