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Householder Group Estate & Retirement Specialist’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$710K Buy
+20,439
New +$711K 0.27% 81

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FEP Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q1 2023: 20,439 shares worth $710K. The stake represents 0.27% of the portfolio and ranks #81 among its holdings.

100 funds tracked by Wall St. Rank hold FEP as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 20,439 shares of First Trust Europe AlphaDEX Fund worth $710K as of Q1 2023.
  • First Trust Europe AlphaDEX Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • First Trust Europe AlphaDEX Fund made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #81 holding.
  • 100 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.