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Focus Financial Network’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Focus Financial Network’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
2019
Q4 		– Sell
-6,206
Closed -$213K – 413
2019
Q3 		$213K Sell
6,206
-19
-0.3% -$653 0.03% 367
2019
Q2 		$220K Buy
6,225
+5
+0.1% +$175 0.03% 341
2019
Q1 		$216K Buy
+6,220
New +$211K 0.03% 340

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Focus Financial Network's FEP Position: Q4 2019 in Review

Focus Financial Network sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2019, closing a stake of 6,206 shares — an estimated $213K sold.

Focus Financial Network first reported a position in FEP in Q1 2019 and held it in 3 quarters. The position peaked at $220K in Q2 2019. 107 funds tracked by Wall St. Rank hold FEP as of Q4 2019.

  • Focus Financial Network reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Focus Financial Network sold 6,206 First Trust Europe AlphaDEX Fund shares in Q4 2019, an estimated $213K.
  • Focus Financial Network first reported a position in First Trust Europe AlphaDEX Fund in Q1 2019 and held it in 3 quarters.
  • Focus Financial Network's First Trust Europe AlphaDEX Fund position peaked at $220K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2019.

Based on Focus Financial Network's 13F filing for Q4 2019, filed 24 Jul 2024.