OP
FEP icon

ORG Partners’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

ORG Partners’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
2025
Q4 		$161K Buy
3,000
+1,000
+50% +$51.6K 0.03% 360
2025
Q3 		$102K Hold
2,000
– – 0.02% 449
2025
Q2 		$94.9K Buy
2,000
+1,200
+150% +$53K 0.02% 447
2025
Q1 		$32.8K Buy
+800
New +$31.3K 0.01% 579

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ORG Partners's FEP Position: Q4 2025 in Review

ORG Partners increased its First Trust Europe AlphaDEX Fund (FEP) stake by 50% in Q4 2025, buying an estimated $51.6K and bringing the position to 3,000 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #360.

ORG Partners first reported a position in FEP in Q1 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold FEP as of Q4 2025.

  • ORG Partners held 3,000 shares of First Trust Europe AlphaDEX Fund worth $161K as of Q4 2025.
  • ORG Partners bought 1,000 First Trust Europe AlphaDEX Fund shares in Q4 2025, an estimated $51.6K.
  • First Trust Europe AlphaDEX Fund made up 0.03% of ORG Partners's portfolio in Q4 2025, its #360 holding.
  • ORG Partners first reported a position in First Trust Europe AlphaDEX Fund in Q1 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.