Keystone Financial Group (Kentucky)’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Keystone Financial Group (Kentucky)’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
2020 Q1	–	Sell	-6,738	Closed	-$253K	–	222
2019 Q4	$253K	Buy	6,738 +212	+3%	+$7.62K	0.07%	203
2019 Q3	$224K	Sell	6,526 -3,330	-34%	-$114K	0.07%	210
2019 Q2	$348K	Sell	9,856 -1,288	-12%	-$45.2K	0.11%	151
2019 Q1	$388K	Sell	11,144 -708	-6%	-$24K	0.14%	134
2018 Q4	$367K	Sell	11,852 -1,220	-9%	-$40.9K	0.17%	119
2018 Q3	$499K	Buy	13,072 +2,135	+20%	+$82.7K	0.2%	114
2018 Q2	$415K	Buy	10,937 +1,483	+16%	+$59.6K	0.23%	99
2018 Q1	$370K	Buy	+9,454	New	+$380K	0.21%	99

Other funds holding FEP

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FEP Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2020, closing a stake of 6,738 shares — an estimated $253K sold.

Keystone Financial Group (Kentucky) first reported a position in FEP in Q1 2018 and held it in 8 quarters. The position peaked at $499K in Q3 2018. 85 funds tracked by Wall St. Rank hold FEP as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 6,738 First Trust Europe AlphaDEX Fund shares in Q1 2020, an estimated $253K.
Keystone Financial Group (Kentucky) first reported a position in First Trust Europe AlphaDEX Fund in Q1 2018 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s First Trust Europe AlphaDEX Fund position peaked at $499K in Q3 2018.
85 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.