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MassMutual Private Wealth & Trust’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

MassMutual Private Wealth & 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
2022
Q1 		– Sell
-201
Closed -$9K – 1560
2021
Q4 		$9K Buy
+201
New +$8.63K ﹤0.01% 746

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's FEP Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2022, closing a stake of 201 shares — an estimated $9K sold.

MassMutual Private Wealth & Trust first reported a position in FEP in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 111 funds tracked by Wall St. Rank hold FEP as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 201 First Trust Europe AlphaDEX Fund shares in Q1 2022, an estimated $9K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Europe AlphaDEX Fund position peaked at $9K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.