Kingswood Wealth Advisors
FEP icon

Kingswood Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Kingswood Wealth Advisors’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 		$247K Hold
4,332
– – 0.01% 868
2026
Q1 		$237K Hold
4,332
– – 0.01% 815
2025
Q4 		$233K Buy
+4,332
New +$224K 0.01% 765
2025
Q1 		– Sell
-5,962
Closed -$214K – 759
2024
Q4 		$214K Buy
+5,962
New +$222K 0.02% 718

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 22.9% 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
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kingswood Wealth Advisors's FEP Position: Q2 2026 in Review

Kingswood Wealth Advisors held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q2 2026 at 4,332 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #868.

Kingswood Wealth Advisors first reported a position in FEP in Q4 2024 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Kingswood Wealth Advisors held 4,332 shares of First Trust Europe AlphaDEX Fund worth $247K as of Q2 2026.
  • Kingswood Wealth Advisors left its First Trust Europe AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #868 holding.
  • Kingswood Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.