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Iams Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Iams 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 		$684K Buy
11,988
+160
+1% +$9.3K 0.21% 128
2026
Q1 		$646K Sell
11,828
-313
-3% -$17.6K 0.23% 111
2025
Q4 		$653K Sell
12,141
-1,486
-11% -$76.7K 0.24% 113
2025
Q3 		$698K Sell
13,627
-828
-6% -$40.9K 0.28% 97
2025
Q2 		$691K Sell
14,455
-1,071
-7% -$47.3K 0.32% 86
2025
Q1 		$634K Sell
15,526
-1,307
-8% -$51.2K 0.29% 93
2024
Q4 		$603K Buy
16,833
+466
+3% +$17.3K 0.28% 94
2024
Q3 		$637K Buy
16,367
+2,440
+18% +$92.7K 0.31% 89
2024
Q2 		$513K Sell
13,927
-5,270
-27% -$201K 0.28% 94
2024
Q1 		$696K Buy
19,197
+89
+0.5% +$3.21K 0.43% 69
2023
Q4 		$694K Sell
19,108
-564
-3% -$19K 0.45% 66
2023
Q3 		$649K Buy
+19,672
New +$679K 0.45% 70
2023
Q2 		– Sell
-19,676
Closed -$684K – 156
2023
Q1 		$684K Buy
19,676
+158
+0.8% +$5.5K 0.57% 59
2022
Q4 		$628K Buy
+19,518
New +$592K 0.64% 50

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

Iams Wealth Management's FEP Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Europe AlphaDEX Fund (FEP) stake by 1.4% in Q2 2026, buying an estimated $9.3K and bringing the position to 11,988 shares worth $684K. The position accounts for 0.21% of the portfolio, ranked #128.

Iams Wealth Management first reported a position in FEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $698K in Q3 2025. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Iams Wealth Management held 11,988 shares of First Trust Europe AlphaDEX Fund worth $684K as of Q2 2026.
  • Iams Wealth Management bought 160 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $9.3K.
  • First Trust Europe AlphaDEX Fund made up 0.21% of Iams Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Iams Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $698K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.