Pitti Group Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Pitti Group Wealth Management’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 Q1	–	Sell	-5,687	Closed	-$204K	–	75
2024 Q4	$204K	Buy	+5,687	New	+$211K	0.21%	72
2023 Q2	–	Sell	-6,548	Closed	-$228K	–	65
2023 Q1	$228K	Buy	6,548 +95	+1%	+$3.31K	0.25%	66
2022 Q4	$208K	Buy	+6,453	New	+$196K	0.25%	63
2022 Q3	–	Sell	-7,297	Closed	-$229K	–	61
2022 Q2	$229K	Buy	7,297 +99	+1%	+$3.52K	0.31%	56
2022 Q1	$278K	Sell	7,198 -30,502	-81%	-$1.22M	0.32%	57
2021 Q4	$1.63M	Buy	+37,700	New	+$1.62M	1.81%	16

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pitti Group Wealth Management's FEP Position: Q1 2025 in Review

Pitti Group Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2025, closing a stake of 5,687 shares — an estimated $204K sold.

Pitti Group Wealth Management first reported a position in FEP in Q4 2021 and held it in 6 quarters. The position peaked at $1.63M in Q4 2021. 98 funds tracked by Wall St. Rank hold FEP as of Q1 2025.

Pitti Group Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Pitti Group Wealth Management sold 5,687 First Trust Europe AlphaDEX Fund shares in Q1 2025, an estimated $204K.
Pitti Group Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and held it in 6 quarters.
Pitti Group Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $1.63M in Q4 2021.
98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2025.

Based on Pitti Group Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.