Oliver Lagore Vanvalin Investment Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-699	Closed	-$23.1K	–	805
2023 Q3	$23.1K	Hold	699	–	–	0.01%	329
2023 Q2	$24.1K	Buy	+699	New	+$24.3K	0.01%	345

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's FEP Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2023, closing a stake of 699 shares — an estimated $23.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FEP in Q2 2023 and held it in 2 quarters. The position peaked at $24.1K in Q2 2023. 98 funds tracked by Wall St. Rank hold FEP as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 699 First Trust Europe AlphaDEX Fund shares in Q4 2023, an estimated $23.1K.
Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's First Trust Europe AlphaDEX Fund position peaked at $24.1K in Q2 2023.
98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.