Gradient Investments’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Gradient Investments’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
2021 Q3	–	Sell	-240	Closed	-$10K	–	1171
2021 Q2	$10K	Hold	240	–	–	﹤0.01%	757
2021 Q1	$10K	Hold	240	–	–	﹤0.01%	761
2020 Q4	$8K	Hold	240	–	–	﹤0.01%	735
2020 Q3	$8K	Hold	240	–	–	﹤0.01%	740
2020 Q2	$7K	Hold	240	–	–	﹤0.01%	693
2020 Q1	$6K	Hold	240	–	–	﹤0.01%	741
2019 Q4	$9K	Buy	+240	New	+$8.63K	﹤0.01%	717

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's FEP Position: Q3 2021 in Review

Gradient Investments sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2021, closing a stake of 240 shares — an estimated $10K sold.

Gradient Investments first reported a position in FEP in Q4 2019 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 101 funds tracked by Wall St. Rank hold FEP as of Q3 2021.

Gradient Investments reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 240 First Trust Europe AlphaDEX Fund shares in Q3 2021, an estimated $10K.
Gradient Investments first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 7 quarters.
Gradient Investments's First Trust Europe AlphaDEX Fund position peaked at $10K in Q2 2021.
101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.