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Kestra Investment Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-33
Closed -$1.17K – 1068
2024
Q4 		$1.17K Buy
+33
New +$1.23K ﹤0.01% 1075

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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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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
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's FEP Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2025, closing a stake of 33 shares — an estimated $1.17K sold.

Kestra Investment Management first reported a position in FEP in Q4 2024 and held it in 1 quarter. The position peaked at $1.17K in Q4 2024. 98 funds tracked by Wall St. Rank hold FEP as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 33 First Trust Europe AlphaDEX Fund shares in Q1 2025, an estimated $1.17K.
  • Kestra Investment Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Europe AlphaDEX Fund position peaked at $1.17K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.