Kowal Investment Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Kowal Investment 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
2022 Q4	–	Sell	-7,691	Closed	-$203K	–	156
2022 Q3	$203K	Sell	7,691 -187	-2%	-$5.69K	0.07%	136
2022 Q2	$247K	Buy	7,878 +128	+2%	+$4.55K	0.08%	119
2022 Q1	$299K	Sell	7,750 -3,517	-31%	-$141K	0.09%	91
2021 Q4	$486K	Sell	11,267 -85	-0.7%	-$3.65K	0.14%	61
2021 Q3	$476K	Buy	11,352 +46	+0.4%	+$2K	0.15%	53
2021 Q2	$483K	Buy	11,306 +222	+2%	+$9.63K	0.17%	53
2021 Q1	$451K	Sell	11,084 -1,057	-9%	-$42K	0.18%	51
2020 Q4	$479K	Buy	+12,141	New	+$433K	0.22%	46

Other funds holding FEP

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

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

RJFSA

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

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

Kowal Investment Group's FEP Position: Q4 2022 in Review

Kowal Investment Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2022, closing a stake of 7,691 shares — an estimated $203K sold.

Kowal Investment Group first reported a position in FEP in Q4 2020 and held it in 8 quarters. The position peaked at $486K in Q4 2021. 91 funds tracked by Wall St. Rank hold FEP as of Q4 2022.

Kowal Investment Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Kowal Investment Group sold 7,691 First Trust Europe AlphaDEX Fund shares in Q4 2022, an estimated $203K.
Kowal Investment Group first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Kowal Investment Group's First Trust Europe AlphaDEX Fund position peaked at $486K in Q4 2021.
91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2022.

Based on Kowal Investment Group's 13F filing for Q4 2022, filed 25 Jan 2023.