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KWMG LLC’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

KWMG LLC’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
2018
Q4 		– Sell
-330
Closed -$13K – 466
2018
Q3 		$13K Buy
+330
New +$12.8K ﹤0.01% 267

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWMG LLC's FEP Position: Q4 2018 in Review

KWMG LLC sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2018, closing a stake of 330 shares — an estimated $13K sold.

KWMG LLC first reported a position in FEP in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 96 funds tracked by Wall St. Rank hold FEP as of Q4 2018.

  • KWMG LLC reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • KWMG LLC sold 330 First Trust Europe AlphaDEX Fund shares in Q4 2018, an estimated $13K.
  • KWMG LLC first reported a position in First Trust Europe AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • KWMG LLC's First Trust Europe AlphaDEX Fund position peaked at $13K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2018.

Based on KWMG LLC's 13F filing for Q4 2018, filed 12 Feb 2019.