Envestnet Portfolio Solutions
FEP icon

Envestnet Portfolio Solutions’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$323K Buy
5,918
+402
+7% +$22.6K ﹤0.01% 1084
2025
Q4 		$297K Buy
5,516
+137
+3% +$7.07K ﹤0.01% 1283
2025
Q3 		$275K Sell
5,379
-1,638
-23% -$80.9K ﹤0.01% 1291
2025
Q2 		$335K Sell
7,017
-15,077
-68% -$666K ﹤0.01% 1289
2025
Q1 		$902K Sell
22,094
-2,346
-10% -$91.9K ﹤0.01% 826
2024
Q4 		$875K Buy
24,440
+31
+0.1% +$1.15K ﹤0.01% 987
2024
Q3 		$950K Sell
24,409
-1,483
-6% -$56.3K ﹤0.01% 921
2024
Q2 		$953K Buy
25,892
+305
+1% +$11.6K ﹤0.01% 881
2024
Q1 		$962K Buy
25,587
+2,985
+13% +$108K ﹤0.01% 847
2023
Q4 		$821K Buy
22,602
+837
+4% +$28.2K ﹤0.01% 851
2023
Q3 		$718K Buy
+21,765
New +$752K ﹤0.01% 846

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return