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Pacific Excel Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Pacific Excel Wealth 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
Q2 		– Sell
-11,961
Closed -$653K – 251
2026
Q1 		$653K Buy
11,961
+5,144
+75% +$289K 0.69% 49
2025
Q4 		$366K Buy
+6,817
New +$352K 0.69% 61

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Excel Wealth Advisors's FEP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2026, closing a stake of 11,961 shares — an estimated $653K sold.

Pacific Excel Wealth Advisors first reported a position in FEP in Q4 2025 and held it in 2 quarters. The position peaked at $653K in Q1 2026. 136 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 11,961 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $653K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Europe AlphaDEX Fund position peaked at $653K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.