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Pinnacle Family Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Pinnacle Family 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 		$280K Sell
4,903
-199
-4% -$11.6K 0.12% 124
2026
Q1 		$279K Sell
5,102
-131
-3% -$7.35K 0.13% 110
2025
Q4 		$281K Sell
5,233
-250
-5% -$12.9K 0.12% 112
2025
Q3 		$281K Sell
5,483
-304
-5% -$15K 0.12% 104
2025
Q2 		$277K Sell
5,787
-262
-4% -$11.6K 0.13% 102
2025
Q1 		$247K Buy
6,049
+178
+3% +$6.97K 0.13% 96
2024
Q4 		$210K Buy
5,871
+498
+9% +$18.5K 0.1% 109
2024
Q3 		$209K Buy
+5,373
New +$204K 0.11% 113
2024
Q2 		– Sell
-5,485
Closed -$206K – 113
2024
Q1 		$206K Buy
+5,485
New +$198K 0.11% 97
2023
Q1 		– Sell
-6,592
Closed -$212K – 99
2022
Q4 		$212K Sell
6,592
-3,282
-33% -$99.6K 0.15% 90
2022
Q3 		$260K Buy
9,874
+725
+8% +$22.1K 0.23% 71
2022
Q2 		$287K Sell
9,149
-6,993
-43% -$249K 0.23% 74
2022
Q1 		$624K Buy
16,142
+2,317
+17% +$92.7K 0.33% 57
2021
Q4 		$596K Buy
13,825
+2,306
+20% +$99K 0.27% 56
2021
Q3 		$483K Buy
11,519
+4,235
+58% +$185K 0.22% 69
2021
Q2 		$311K Sell
7,284
-139
-2% -$6.03K 0.14% 96
2021
Q1 		$302K Buy
7,423
+1,557
+27% +$61.9K 0.16% 92
2020
Q4 		$224K Buy
+5,866
New +$209K 0.14% 117

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

Pinnacle Family Advisors's FEP Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 3.9% in Q2 2026, selling an estimated $11.6K and leaving 4,903 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #124.

Pinnacle Family Advisors first reported a position in FEP in Q4 2020 and has held it in 18 quarters since. The position peaked at $624K in Q1 2022. 136 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Pinnacle Family Advisors held 4,903 shares of First Trust Europe AlphaDEX Fund worth $280K as of Q2 2026.
  • Pinnacle Family Advisors sold 199 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $11.6K.
  • First Trust Europe AlphaDEX Fund made up 0.12% of Pinnacle Family Advisors's portfolio in Q2 2026, its #124 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Family Advisors's First Trust Europe AlphaDEX Fund position peaked at $624K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.