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FSB Premier Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

FSB Premier Wealth 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
2026
Q1 		$326K Sell
5,967
-412
-6% -$23.1K 0.1% 184
2025
Q4 		$343K Sell
6,379
-177
-3% -$9.13K 0.11% 172
2025
Q3 		$336K Sell
6,556
-652
-9% -$32.2K 0.11% 167
2025
Q2 		$345K Buy
7,208
+575
+9% +$25.4K 0.12% 161
2025
Q1 		$271K Sell
6,633
-81
-1% -$3.17K 0.11% 179
2024
Q4 		$240K Sell
6,714
-57
-0.8% -$2.12K 0.1% 190
2024
Q3 		$264K Buy
6,771
+1,298
+24% +$49.3K 0.11% 177
2024
Q2 		$201K Sell
5,473
-1,795
-25% -$68.3K 0.09% 179
2024
Q1 		$273K Buy
7,268
+1,667
+30% +$60.2K 0.13% 145
2023
Q4 		$203K Buy
+5,601
New +$188K 0.1% 168
2022
Q2 		– Sell
-5,775
Closed -$207K – 131
2022
Q1 		$207K Sell
5,775
-2,721
-32% -$109K 0.1% 131
2021
Q4 		$366K Buy
8,496
+318
+4% +$13.7K 0.15% 100
2021
Q3 		$342K Buy
8,178
+2,686
+49% +$117K 0.17% 84
2021
Q2 		$234K Buy
+5,492
New +$238K 0.12% 92
2021
Q1 		– Sell
-5,518
Closed -$210K – 104
2020
Q4 		$210K Buy
+5,518
New +$197K 0.11% 97

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

FSB Premier Wealth Management's FEP Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 6.5% in Q1 2026, selling an estimated $23.1K and leaving 5,967 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #184.

FSB Premier Wealth Management first reported a position in FEP in Q4 2020 and has held it in 15 quarters since. The position peaked at $366K in Q4 2021. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • FSB Premier Wealth Management held 5,967 shares of First Trust Europe AlphaDEX Fund worth $326K as of Q1 2026.
  • FSB Premier Wealth Management sold 412 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $23.1K.
  • First Trust Europe AlphaDEX Fund made up 0.1% of FSB Premier Wealth Management's portfolio in Q1 2026, its #184 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 15 quarters since.
  • FSB Premier Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $366K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.