MPWM Advisory Solutions’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

MPWM Advisory Solutions’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
2026 Q2	$358K	Sell	6,273 -23	-0.4%	-$1.34K	0.16%	78
2026 Q1	$344K	Buy	6,296 +56	+0.9%	+$3.14K	0.18%	77
2025 Q4	$335K	Hold	6,240	–	–	0.19%	69
2025 Q3	$319K	Hold	6,240	–	–	0.19%	71
2025 Q2	$298K	Buy	+6,240	New	+$276K	0.19%	66

Other funds holding FEP

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPWM Advisory Solutions's FEP Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 0.37% in Q2 2026, selling an estimated $1.34K and leaving 6,273 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #78.

MPWM Advisory Solutions first reported a position in FEP in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

MPWM Advisory Solutions held 6,273 shares of First Trust Europe AlphaDEX Fund worth $358K as of Q2 2026.
MPWM Advisory Solutions sold 23 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $1.34K.
First Trust Europe AlphaDEX Fund made up 0.16% of MPWM Advisory Solutions's portfolio in Q2 2026, its #78 holding.
MPWM Advisory Solutions first reported a position in First Trust Europe AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.