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NewEdge Wealth’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

NewEdge Wealth’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 		$723K Buy
13,247
+4
+0% +$224 0.01% 708
2025
Q4 		$712K Sell
13,243
-223
-2% -$11.5K 0.01% 720
2025
Q3 		$682K Buy
13,466
+10
+0.1% +$494 0.01% 661
2025
Q2 		$665K Sell
13,456
-746
-5% -$33K 0.01% 627
2025
Q1 		$580K Sell
14,202
-823
-5% -$32.2K 0.01% 607
2024
Q4 		$538K Buy
15,025
+23
+0.2% +$855 0.01% 619
2024
Q3 		$584K Sell
15,002
-166
-1% -$6.31K 0.01% 586
2024
Q2 		$558K Sell
15,168
-117
-0.8% -$4.45K 0.01% 518
2024
Q1 		$571K Sell
15,285
-785
-5% -$28.3K 0.01% 531
2023
Q4 		$584K Sell
16,070
-1,628
-9% -$54.8K 0.01% 481
2023
Q3 		$584K Buy
17,698
+1,316
+8% +$45.5K 0.02% 443
2023
Q2 		$564K Buy
16,382
+8,922
+120% +$310K 0.02% 442
2023
Q1 		$259K Buy
+7,460
New +$260K 0.01% 531

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

NewEdge Wealth's FEP Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Europe AlphaDEX Fund (FEP) stake by 0.03% in Q1 2026, buying an estimated $224 and bringing the position to 13,247 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #708.

NewEdge Wealth first reported a position in FEP in Q1 2023 and has held it in 13 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • NewEdge Wealth held 13,247 shares of First Trust Europe AlphaDEX Fund worth $723K as of Q1 2026.
  • NewEdge Wealth bought 4 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $224.
  • First Trust Europe AlphaDEX Fund made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #708 holding.
  • NewEdge Wealth first reported a position in First Trust Europe AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.