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Formidable Asset Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Formidable Asset 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
2019
Q2 		– Sell
-7,325
Closed -$245K – 267
2019
Q1 		$245K Buy
+7,325
New +$249K 0.1% 151

Other funds holding FEP

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Wells Fargo
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Formidable Asset Management's FEP Position: Q2 2019 in Review

Formidable Asset Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2019, closing a stake of 7,325 shares — an estimated $245K sold.

Formidable Asset Management first reported a position in FEP in Q1 2019 and held it in 1 quarter. The position peaked at $245K in Q1 2019. 100 funds tracked by Wall St. Rank hold FEP as of Q2 2019.

  • Formidable Asset Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 7,325 First Trust Europe AlphaDEX Fund shares in Q2 2019, an estimated $245K.
  • Formidable Asset Management first reported a position in First Trust Europe AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Formidable Asset Management's First Trust Europe AlphaDEX Fund position peaked at $245K in Q1 2019.
  • 100 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.