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EPG Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,591
Closed -$41K – 349
2020
Q1 		$41K Buy
1,591
+843
+113% +$28.3K 0.03% 306
2019
Q4 		$28K Buy
+748
New +$26.9K 0.02% 295

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

EPG Wealth Management's FEP Position: Q2 2020 in Review

EPG Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2020, closing a stake of 1,591 shares — an estimated $41K sold.

EPG Wealth Management first reported a position in FEP in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q1 2020. 80 funds tracked by Wall St. Rank hold FEP as of Q2 2020.

  • EPG Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,591 First Trust Europe AlphaDEX Fund shares in Q2 2020, an estimated $41K.
  • EPG Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $41K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.