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

Freedom 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
Q1 		– Sell
-4,709
Closed -$203K – 840
2021
Q4 		$203K Sell
4,709
-381
-7% -$16.4K 0.01% 811
2021
Q3 		$213K Sell
5,090
-147
-3% -$6.41K 0.02% 748
2021
Q2 		$224K Sell
5,237
-122
-2% -$5.29K 0.02% 790
2021
Q1 		$218K Sell
5,359
-6,482
-55% -$258K 0.02% 763
2020
Q4 		$452K Sell
11,841
-2,479
-17% -$88.5K 0.05% 362
2020
Q3 		$476K Sell
14,320
-2,196
-13% -$72.9K 0.05% 294
2020
Q2 		$503K Sell
16,516
-263
-2% -$7.53K 0.05% 274
2020
Q1 		$623K Buy
16,779
+3,221
+24% +$108K 0.06% 291
2019
Q4 		$510K Sell
13,558
-1,676
-11% -$60.3K 0.04% 342
2019
Q3 		$524K Sell
15,234
-3,707
-20% -$127K 0.05% 346
2019
Q2 		$668K Sell
18,941
-1,051
-5% -$36.9K 0.06% 290
2019
Q1 		$696K Buy
+19,992
New +$678K 0.06% 305

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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $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
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Freedom Investment Management's FEP Position: Q1 2022 in Review

Freedom Investment Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2022, closing a stake of 4,709 shares — an estimated $203K sold.

Freedom Investment Management first reported a position in FEP in Q1 2019 and held it in 12 quarters. The position peaked at $696K in Q1 2019. 111 funds tracked by Wall St. Rank hold FEP as of Q1 2022.

  • Freedom Investment Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 4,709 First Trust Europe AlphaDEX Fund shares in Q1 2022, an estimated $203K.
  • Freedom Investment Management first reported a position in First Trust Europe AlphaDEX Fund in Q1 2019 and held it in 12 quarters.
  • Freedom Investment Management's First Trust Europe AlphaDEX Fund position peaked at $696K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.