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Financial Advocates Investment Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-11,784
Closed -$455K – 714
2022
Q1 		$455K Sell
11,784
-43,059
-79% -$1.72M 0.03% 466
2021
Q4 		$2.36M Buy
54,843
+8,477
+18% +$364K 0.15% 159
2021
Q3 		$1.94M Buy
46,366
+7,659
+20% +$334K 0.13% 183
2021
Q2 		$1.66M Sell
38,707
-1,688
-4% -$73.3K 0.11% 225
2021
Q1 		$1.64M Sell
40,395
-357
-0.9% -$14.2K 0.12% 209
2020
Q4 		$1.55M Sell
40,752
-275
-0.7% -$9.81K 0.11% 223
2020
Q3 		$1.36M Sell
41,027
-2,956
-7% -$98.1K 0.12% 192
2020
Q2 		$1.34M Buy
43,983
+1,082
+3% +$31K 0.13% 197
2020
Q1 		$1.11M Buy
42,901
+28,292
+194% +$951K 0.16% 168
2019
Q4 		$550K Sell
14,609
-1,660
-10% -$59.7K 0.06% 296
2019
Q3 		$559K Buy
16,269
+1,998
+14% +$68.6K 0.06% 268
2019
Q2 		$503K Sell
14,271
-170
-1% -$5.96K 0.06% 289
2019
Q1 		$502K Buy
+14,441
New +$490K 0.06% 270
2018
Q4 		– Sell
-8,727
Closed -$334K – 449
2018
Q3 		$334K Buy
8,727
+597
+7% +$23.1K 0.04% 364
2018
Q2 		$308K Buy
+8,130
New +$327K 0.04% 362

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's FEP Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2022, closing a stake of 11,784 shares — an estimated $455K sold.

Financial Advocates Investment Management first reported a position in FEP in Q2 2018 and held it in 15 quarters. The position peaked at $2.36M in Q4 2021. 98 funds tracked by Wall St. Rank hold FEP as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,784 First Trust Europe AlphaDEX Fund shares in Q2 2022, an estimated $455K.
  • Financial Advocates Investment Management first reported a position in First Trust Europe AlphaDEX Fund in Q2 2018 and held it in 15 quarters.
  • Financial Advocates Investment Management's First Trust Europe AlphaDEX Fund position peaked at $2.36M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.