Envestnet Portfolio Solutions
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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
Q2 		$360K Buy
6,318
+400
+7% +$23.3K ﹤0.01% 1106
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 $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Portfolio Solutions's FEP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Europe AlphaDEX Fund (FEP) stake by 6.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 6,318 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Envestnet Portfolio Solutions first reported a position in FEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $962K in Q1 2024. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,318 shares of First Trust Europe AlphaDEX Fund worth $360K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 400 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $23.3K.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1106 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Europe AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's First Trust Europe AlphaDEX Fund position peaked at $962K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.