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

Guild 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
2025
Q2 		– Sell
-58,100
Closed -$2.37M – 47
2025
Q1 		$2.37M Buy
+58,100
New +$2.28M 2.49% 15

Other funds holding FEP

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guild Investment Management's FEP Position: Q2 2025 in Review

Guild Investment Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2025, closing a stake of 58,100 shares — an estimated $2.37M sold.

Guild Investment Management first reported a position in FEP in Q1 2025 and held it in 1 quarter. The position peaked at $2.37M in Q1 2025. 105 funds tracked by Wall St. Rank hold FEP as of Q2 2025.

  • Guild Investment Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Guild Investment Management sold 58,100 First Trust Europe AlphaDEX Fund shares in Q2 2025, an estimated $2.37M.
  • Guild Investment Management first reported a position in First Trust Europe AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Guild Investment Management's First Trust Europe AlphaDEX Fund position peaked at $2.37M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2025.

Based on Guild Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.