MA
FEP icon

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

Mutual 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
2026
Q2 		$327K Buy
5,737
+97
+2% +$5.64K 0.01% 1144
2026
Q1 		$308K Buy
5,640
+79
+1% +$4.43K 0.01% 1115
2025
Q4 		$299K Sell
5,561
-9
-0.2% -$464 0.01% 1090
2025
Q3 		$284K Sell
5,570
-100
-2% -$4.94K 0.01% 1077
2025
Q2 		$279K Hold
5,670
– – 0.01% 998
2025
Q1 		$242K Sell
5,670
-563
-9% -$22.1K 0.01% 970
2024
Q4 		$227K Sell
6,233
-176
-3% -$6.54K 0.01% 981
2024
Q3 		$242K Buy
6,409
+216
+3% +$8.21K 0.01% 981
2024
Q2 		$234K Hold
6,193
– – 0.01% 982
2024
Q1 		$233K Hold
6,193
– – 0.01% 978
2023
Q4 		$225K Hold
6,193
– – 0.01% 923
2023
Q3 		$204K Hold
6,193
– – 0.01% 917
2023
Q2 		$213K Hold
6,193
– – 0.01% 926
2023
Q1 		$215K Buy
+6,193
New +$216K 0.01% 902
2022
Q3 		– Sell
-7,026
Closed -$220K – 895
2022
Q2 		$220K Sell
7,026
-887
-11% -$31.5K 0.01% 767
2022
Q1 		$306K Hold
7,913
– – 0.02% 708
2021
Q4 		$341K Hold
7,913
– – 0.02% 692
2021
Q3 		$332K Sell
7,913
-510
-6% -$22.2K 0.02% 685
2021
Q2 		$359K Sell
8,423
-604
-7% -$26.2K 0.02% 632
2021
Q1 		$367K Buy
9,027
+638
+8% +$25.4K 0.03% 576
2020
Q4 		$320K Sell
8,389
-161
-2% -$5.75K 0.02% 588
2020
Q3 		$284K Sell
8,550
-131
-2% -$4.35K 0.02% 552
2020
Q2 		$264K Buy
+8,681
New +$248K 0.03% 530
2020
Q1 		– Sell
-7,046
Closed -$265K – 589
2019
Q4 		$265K Sell
7,046
-584
-8% -$21K 0.03% 493
2019
Q3 		$262K Buy
+7,630
New +$262K 0.03% 449

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mutual Advisors's FEP Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Europe AlphaDEX Fund (FEP) stake by 1.7% in Q2 2026, buying an estimated $5.64K and bringing the position to 5,737 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1144.

Mutual Advisors first reported a position in FEP in Q3 2019 and has held it in 25 quarters since. The position peaked at $367K in Q1 2021. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Mutual Advisors held 5,737 shares of First Trust Europe AlphaDEX Fund worth $327K as of Q2 2026.
  • Mutual Advisors bought 97 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $5.64K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1144 holding.
  • Mutual Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q3 2019 and has held it in 25 quarters since.
  • Mutual Advisors's First Trust Europe AlphaDEX Fund position peaked at $367K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.