M&R Capital Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

M&R Capital Management’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
2019 Q1	–	Sell	-43	Closed	-$1K	–	504
2018 Q4	$1K	Buy	43 +3	+8%	+$101	﹤0.01%	491
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	514
2018 Q2	$1K	Buy	+40	New	+$1.61K	﹤0.01%	501

Other funds holding FEP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&R Capital Management's FEP Position: Q1 2019 in Review

M&R Capital Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

M&R Capital Management first reported a position in FEP in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 99 funds tracked by Wall St. Rank hold FEP as of Q1 2019.

M&R Capital Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
M&R Capital Management sold 43 First Trust Europe AlphaDEX Fund shares in Q1 2019, an estimated $1K.
M&R Capital Management first reported a position in First Trust Europe AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
M&R Capital Management's First Trust Europe AlphaDEX Fund position peaked at $1K in Q4 2018.
99 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2019.

Based on M&R Capital Management's 13F filing for Q1 2019, filed 29 Apr 2019.