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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
Q2 		$344K Buy
6,021
+54
+0.9% +$3.14K 0.1% 190
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 $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FSB Premier Wealth Management's FEP Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust Europe AlphaDEX Fund (FEP) stake by 0.9% in Q2 2026, buying an estimated $3.14K and bringing the position to 6,021 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #190.

FSB Premier Wealth Management first reported a position in FEP in Q4 2020 and has held it in 16 quarters since. The position peaked at $366K in Q4 2021. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • FSB Premier Wealth Management held 6,021 shares of First Trust Europe AlphaDEX Fund worth $344K as of Q2 2026.
  • FSB Premier Wealth Management bought 54 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $3.14K.
  • First Trust Europe AlphaDEX Fund made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #190 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 16 quarters since.
  • FSB Premier Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $366K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.