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Legacy Private Trust’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-11,053
Closed -$432K – 236
2017
Q4 		$432K Buy
+11,053
New +$421K 0.05% 173

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Legacy Private Trust's FEP Position: Q1 2018 in Review

Legacy Private Trust sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2018, closing a stake of 11,053 shares — an estimated $432K sold.

Legacy Private Trust first reported a position in FEP in Q4 2017 and held it in 1 quarter. The position peaked at $432K in Q4 2017. 91 funds tracked by Wall St. Rank hold FEP as of Q1 2018.

  • Legacy Private Trust reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Legacy Private Trust sold 11,053 First Trust Europe AlphaDEX Fund shares in Q1 2018, an estimated $432K.
  • Legacy Private Trust first reported a position in First Trust Europe AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Legacy Private Trust's First Trust Europe AlphaDEX Fund position peaked at $432K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2018.

Based on Legacy Private Trust's 13F filing for Q1 2018, filed 13 Apr 2018.