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

Lifeworks 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
2022
Q2 		– Sell
-5,380
Closed -$208K – 144
2022
Q1 		$208K Buy
+5,380
New +$215K 0.14% 122

Other funds holding FEP

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lifeworks Advisors's FEP Position: Q2 2022 in Review

Lifeworks Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2022, closing a stake of 5,380 shares — an estimated $208K sold.

Lifeworks Advisors first reported a position in FEP in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 98 funds tracked by Wall St. Rank hold FEP as of Q2 2022.

  • Lifeworks Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 5,380 First Trust Europe AlphaDEX Fund shares in Q2 2022, an estimated $208K.
  • Lifeworks Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Lifeworks Advisors's First Trust Europe AlphaDEX Fund position peaked at $208K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2022.

Based on Lifeworks Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.