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

&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
2026
Q2 		$9.58M Buy
168,324
+14,964
+10% +$870K 0.04% 392
2026
Q1 		$8.38M Buy
153,360
+80,676
+111% +$4.53M 0.04% 378
2025
Q4 		$3.91M Buy
72,684
+58,096
+398% +$3M 0.02% 584
2025
Q3 		$747K Buy
14,588
+888
+6% +$43.9K ﹤0.01% 1227
2025
Q2 		$655K Buy
+13,700
New +$605K 0.01% 1206

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

&Partners's FEP Position: Q2 2026 in Review

&Partners increased its First Trust Europe AlphaDEX Fund (FEP) stake by 9.8% in Q2 2026, buying an estimated $870K and bringing the position to 168,324 shares worth $9.58M. The position accounts for 0.04% of the portfolio, ranked #392.

&Partners first reported a position in FEP in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • &Partners held 168,324 shares of First Trust Europe AlphaDEX Fund worth $9.58M as of Q2 2026.
  • &Partners bought 14,964 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $870K.
  • First Trust Europe AlphaDEX Fund made up 0.04% of &Partners's portfolio in Q2 2026, its #392 holding.
  • &Partners first reported a position in First Trust Europe AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.