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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
Q3 		$374K Sell
6,628
-35
-0.5% -$2.06K 0.01% 1142
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's FEP Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 0.53% in Q3 2026, selling an estimated $2.06K and leaving 6,628 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1142.

Independent Financial Group first reported a position in FEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $487K in Q4 2025. 13 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Independent Financial Group held 6,628 shares of First Trust Europe AlphaDEX Fund worth $374K as of Q3 2026.
  • Independent Financial Group sold 35 First Trust Europe AlphaDEX Fund shares in Q3 2026, an estimated $2.06K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1142 holding.
  • Independent Financial Group first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and has held it in 17 quarters since.
  • Independent Financial Group's First Trust Europe AlphaDEX Fund position peaked at $487K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.