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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Mutual Advisors's FEP Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Europe AlphaDEX Fund (FEP) stake by 1.4% in Q1 2026, buying an estimated $4.43K and bringing the position to 5,640 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1115.

Mutual Advisors first reported a position in FEP in Q3 2019 and has held it in 24 quarters since. The position peaked at $367K in Q1 2021. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

Mutual Advisors held 5,640 shares of First Trust Europe AlphaDEX Fund worth $308K as of Q1 2026.
Mutual Advisors bought 79 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $4.43K.
First Trust Europe AlphaDEX Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1115 holding.
Mutual Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q3 2019 and has held it in 24 quarters since.
Mutual Advisors's First Trust Europe AlphaDEX Fund position peaked at $367K in Q1 2021.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.