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Montag & Associates’s First Trust Eurozone AlphaDEX FEUZ Stock Holding History

Montag & Associates’s Portfolio FEUZ Stock Details FEUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,214
Closed -$200K – 968
2026
Q1 		$200K Buy
+3,214
New +$206K 0.01% 422

Other funds holding FEUZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Montag & Associates's FEUZ Position: Q2 2026 in Review

Montag & Associates sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q2 2026, closing a stake of 3,214 shares — an estimated $200K sold.

Montag & Associates first reported a position in FEUZ in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 42 funds tracked by Wall St. Rank hold FEUZ as of Q2 2026.

  • Montag & Associates reported no remaining First Trust Eurozone AlphaDEX position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 3,214 First Trust Eurozone AlphaDEX shares in Q2 2026, an estimated $200K.
  • Montag & Associates first reported a position in First Trust Eurozone AlphaDEX in Q1 2026 and held it in 1 quarter.
  • Montag & Associates's First Trust Eurozone AlphaDEX position peaked at $200K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.