Novem Group
FEP icon

Novem Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Novem Group’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
Q3 		$261K Buy
4,619
+567
+14% +$33.4K 0.03% 379
2026
Q2 		$231K Buy
4,052
+105
+3% +$6.1K 0.02% 408
2026
Q1 		$216K Buy
+3,947
New +$221K 0.02% 401

Other funds holding FEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Novem Group's FEP Position: Q3 2026 in Review

Novem Group increased its First Trust Europe AlphaDEX Fund (FEP) stake by 14% in Q3 2026, buying an estimated $33.4K and bringing the position to 4,619 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #379.

Novem Group first reported a position in FEP in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Novem Group held 4,619 shares of First Trust Europe AlphaDEX Fund worth $261K as of Q3 2026.
  • Novem Group bought 567 First Trust Europe AlphaDEX Fund shares in Q3 2026, an estimated $33.4K.
  • First Trust Europe AlphaDEX Fund made up 0.03% of Novem Group's portfolio in Q3 2026, its #379 holding.
  • Novem Group first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.