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IFG Advisory’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

IFG Advisory’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
2024
Q3 		– Sell
-6,190
Closed -$228K – 459
2024
Q2 		$228K Buy
+6,190
New +$236K 0.01% 564
2024
Q1 		– Sell
-6,583
Closed -$239K – 437
2023
Q4 		$239K Buy
+6,583
New +$222K 0.02% 523
2023
Q2 		– Sell
-7,286
Closed -$253K – 373
2023
Q1 		$253K Sell
7,286
-261
-3% -$9.09K 0.02% 443
2022
Q4 		$242K Sell
7,547
-2,875
-28% -$87.2K 0.02% 431
2022
Q3 		$274K Buy
10,422
+177
+2% +$5.38K 0.02% 427
2022
Q2 		$320K Sell
10,245
-1,514
-13% -$53.8K 0.03% 364
2022
Q1 		$454K Buy
11,759
+317
+3% +$12.7K 0.05% 320
2021
Q4 		$493K Buy
11,442
+1,678
+17% +$72.1K 0.05% 302
2021
Q3 		$409K Buy
9,764
+2,087
+27% +$91K 0.04% 331
2021
Q2 		$327K Buy
7,677
+452
+6% +$19.6K 0.04% 375
2021
Q1 		$293K Buy
+7,225
New +$287K 0.04% 399

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFG Advisory's FEP Position: Q3 2024 in Review

IFG Advisory sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2024, closing a stake of 6,190 shares — an estimated $228K sold.

IFG Advisory first reported a position in FEP in Q1 2021 and held it in 11 quarters. The position peaked at $493K in Q4 2021. 98 funds tracked by Wall St. Rank hold FEP as of Q3 2024.

  • IFG Advisory reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • IFG Advisory sold 6,190 First Trust Europe AlphaDEX Fund shares in Q3 2024, an estimated $228K.
  • IFG Advisory first reported a position in First Trust Europe AlphaDEX Fund in Q1 2021 and held it in 11 quarters.
  • IFG Advisory's First Trust Europe AlphaDEX Fund position peaked at $493K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.