Financial Gravity Companies’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Financial Gravity Companies’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
2018 Q4	$9K	Buy	+266	New	+$8.91K	0.01%	611
2018 Q1	$11K	Buy	+266	New	+$10.7K	0.01%	573

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Companies's FEP Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q4 2018: 266 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FEP as recently as Q1 2018.

Financial Gravity Companies first reported a position in FEP in Q1 2018 and has held it in 2 quarters since. The position peaked at $11K in Q1 2018. 96 funds tracked by Wall St. Rank hold FEP as of Q4 2018.

Financial Gravity Companies held 266 shares of First Trust Europe AlphaDEX Fund worth $9K as of Q4 2018.
First Trust Europe AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Europe AlphaDEX Fund made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #611 holding.
Financial Gravity Companies first reported a position in First Trust Europe AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Companies's First Trust Europe AlphaDEX Fund position peaked at $11K in Q1 2018.
96 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.