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Independent Financial Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Independent Financial Group’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 		$380K Sell
6,663
-1,243
-16% -$72.3K 0.01% 1106
2026
Q1 		$432K Sell
7,906
-1,158
-13% -$65K 0.01% 1000
2025
Q4 		$487K Buy
9,064
+2,707
+43% +$140K 0.01% 910
2025
Q3 		$325K Buy
6,357
+22
+0.3% +$1.09K 0.01% 1051
2025
Q2 		$303K Buy
6,335
+182
+3% +$8.04K 0.01% 1025
2025
Q1 		$251K Sell
6,153
-83
-1% -$3.25K 0.01% 1009
2024
Q4 		$223K Buy
6,236
+99
+2% +$3.68K 0.01% 1043
2024
Q3 		$239K Buy
6,137
+231
+4% +$8.78K 0.01% 965
2024
Q2 		$217K Buy
+5,906
New +$225K 0.01% 987
2024
Q1 		– Sell
-5,964
Closed -$217K – 1028
2023
Q4 		$217K Buy
+5,964
New +$201K 0.01% 859
2023
Q3 		– Sell
-6,205
Closed -$214K – 912
2023
Q2 		$214K Sell
6,205
-175
-3% -$6.09K 0.01% 795
2023
Q1 		$222K Sell
6,380
-194
-3% -$6.75K 0.02% 733
2022
Q4 		$212K Buy
+6,574
New +$199K 0.02% 698
2022
Q3 		– Sell
-6,520
Closed -$204K – 759
2022
Q2 		$204K Buy
6,520
+975
+18% +$34.6K 0.02% 636
2022
Q1 		$214K Buy
5,545
+82
+2% +$3.28K 0.02% 714
2021
Q4 		$235K Buy
+5,463
New +$235K 0.02% 677

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

Independent Financial Group's FEP Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 16% in Q2 2026, selling an estimated $72.3K and leaving 6,663 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1106.

Independent Financial Group first reported a position in FEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $487K in Q4 2025. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Independent Financial Group held 6,663 shares of First Trust Europe AlphaDEX Fund worth $380K as of Q2 2026.
  • Independent Financial Group sold 1,243 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $72.3K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1106 holding.
  • Independent Financial Group first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and has held it in 16 quarters since.
  • Independent Financial Group's First Trust Europe AlphaDEX Fund position peaked at $487K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.