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

Kingsview 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
2021 Q2	–	Sell	-16,554	Closed	-$687K	–	941
2021 Q1	$687K	Buy	+16,554	New	+$658K	0.04%	442
2019 Q2	–	Sell	-6,468	Closed	-$225K	–	469
2019 Q1	$225K	Buy	+6,468	New	+$219K	0.03%	407
2018 Q4	–	Sell	-7,314	Closed	-$280K	–	396
2018 Q3	$280K	Sell	7,314 -2,408	-25%	-$93.3K	0.06%	295
2018 Q2	$373K	Sell	9,722 -16,234	-63%	-$652K	0.09%	237
2018 Q1	$1.03M	Buy	25,956 +8,353	+47%	+$336K	0.26%	117
2017 Q4	$688K	Buy	+17,603	New	+$670K	0.25%	130

Other funds holding FEP

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

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

BCI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Kingsview Wealth Management's FEP Position: Q2 2021 in Review

Kingsview Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2021, closing a stake of 16,554 shares — an estimated $687K sold.

Kingsview Wealth Management first reported a position in FEP in Q4 2017 and held it in 6 quarters. The position peaked at $1.03M in Q1 2018. 101 funds tracked by Wall St. Rank hold FEP as of Q2 2021.

Kingsview Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Kingsview Wealth Management sold 16,554 First Trust Europe AlphaDEX Fund shares in Q2 2021, an estimated $687K.
Kingsview Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Kingsview Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $1.03M in Q1 2018.
101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.