Global Retirement Partners
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Global Retirement Partners’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Global Retirement Partners’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 		$96.7K Buy
+1,695
New +$98.5K ﹤0.01% 2097
2025
Q4 		$214K Sell
3,972
-99
-2% -$5.11K ﹤0.01% 1436
2025
Q3 		$208K Sell
4,071
-227
-5% -$11.2K ﹤0.01% 1157
2025
Q2 		$205K Buy
+4,298
New +$190K 0.01% 1079
2024
Q4 		$166K Buy
4,646
+163
+4% +$6.06K ﹤0.01% 1033
2024
Q3 		$175K Sell
4,483
-12
-0.3% -$456 0.01% 969
2024
Q2 		$165K Buy
4,495
+35
+0.8% +$1.33K 0.01% 965
2024
Q1 		$168K Sell
4,460
-120
-3% -$4.33K 0.01% 860
2023
Q4 		$161K Sell
4,580
-242
-5% -$8.14K 0.01% 842
2023
Q3 		$153K Buy
4,822
+4,255
+750% +$147K 0.01% 775
2023
Q2 		$19.5K Buy
567
+55
+11% +$1.91K ﹤0.01% 1677
2023
Q1 		$17.8K Sell
512
-46
-8% -$1.6K ﹤0.01% 1684
2022
Q4 		$18K Hold
558
– – ﹤0.01% 1527
2022
Q3 		$16K Sell
558
-60
-10% -$1.82K ﹤0.01% 1484
2022
Q2 		$19K Buy
618
+17
+3% +$604 ﹤0.01% 1365
2022
Q1 		$22K Buy
+601
New +$24K ﹤0.01% 1319
2020
Q2 		– Sell
-142
Closed -$4K – 1642
2020
Q1 		$4K Hold
142
– – ﹤0.01% 1276
2019
Q4 		$5K Sell
142
-136
-49% -$4.89K ﹤0.01% 1329
2019
Q3 		$10K Sell
278
-200
-42% -$6.87K ﹤0.01% 1113
2019
Q2 		$17K Sell
478
-692
-59% -$24.3K ﹤0.01% 960
2019
Q1 		$41K Sell
1,170
-258
-18% -$8.76K 0.01% 595
2018
Q4 		$44K Sell
1,428
-596
-29% -$20K 0.01% 534
2018
Q3 		$77K Sell
2,024
-38
-2% -$1.47K 0.02% 457
2018
Q2 		$79K Buy
2,062
+20
+1% +$804 0.02% 432
2018
Q1 		$81K Buy
2,042
+918
+82% +$36.9K 0.02% 418
2017
Q4 		$44K Hold
1,124
– – 0.01% 526
2017
Q3 		$42K Hold
1,124
– – 0.02% 471
2017
Q2 		$39K Buy
1,124
+232
+26% +$7.94K 0.02% 462
2017
Q1 		$28K Sell
892
-60
-6% -$1.84K 0.02% 475
2016
Q4 		$28K Buy
+952
New +$27.2K 0.02% 446

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 22.9% 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
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Retirement Partners's FEP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q2 2026: 1,695 shares worth $96.7K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FEP as recently as Q4 2025.

Global Retirement Partners first reported a position in FEP in Q4 2016 and has held it in 30 quarters since. The position peaked at $214K in Q4 2025. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Global Retirement Partners held 1,695 shares of First Trust Europe AlphaDEX Fund worth $96.7K as of Q2 2026.
  • First Trust Europe AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2097 holding.
  • Global Retirement Partners first reported a position in First Trust Europe AlphaDEX Fund in Q4 2016 and has held it in 30 quarters since.
  • Global Retirement Partners's First Trust Europe AlphaDEX Fund position peaked at $214K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.