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

IHT 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
2023 Q3	–	Sell	-6,513	Closed	-$224K	–	978
2023 Q2	$224K	Buy	+6,513	New	+$227K	0.01%	835
2019 Q4	–	Sell	-8,935	Closed	-$307K	–	632
2019 Q3	$307K	Sell	8,935 -16,805	-65%	-$577K	0.04%	424
2019 Q2	$908K	Sell	25,740 -144	-0.6%	-$5.05K	0.13%	178
2019 Q1	$901K	Buy	25,884 +8,300	+47%	+$282K	0.15%	167
2018 Q4	$545K	Buy	+17,584	New	+$589K	0.1%	224
2018 Q2	–	Sell	-4,414	Closed	-$173K	–	743
2018 Q1	$173K	Hold	4,414	–	–	0.05%	378
2017 Q4	$179K	Buy	4,414 +1	+0%	+$38	0.05%	370
2017 Q3	$166K	Buy	4,413 +3,753	+569%	+$136K	0.07%	282
2017 Q2	$35	Hold	660	–	–	0.02%	614
2017 Q1	$41K	Sell	660 -4,204	-86%	-$129K	0.03%	467
2016 Q4	$143K	Buy	+4,864	New	+$139K	0.11%	210

Other funds holding FEP

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

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

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

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IHT Wealth Management's FEP Position: Q3 2023 in Review

IHT Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2023, closing a stake of 6,513 shares — an estimated $224K sold.

IHT Wealth Management first reported a position in FEP in Q4 2016 and held it in 11 quarters. The position peaked at $908K in Q2 2019. 95 funds tracked by Wall St. Rank hold FEP as of Q3 2023.

IHT Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 6,513 First Trust Europe AlphaDEX Fund shares in Q3 2023, an estimated $224K.
IHT Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2016 and held it in 11 quarters.
IHT Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $908K in Q2 2019.
95 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.