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Principal Securities’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Principal Securities’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 		– Sell
-3,391
Closed -$174K – 2073
2025
Q3 		$174K Buy
3,391
+117
+4% +$5.78K ﹤0.01% 1350
2025
Q2 		$156K Buy
3,274
+399
+14% +$17.6K ﹤0.01% 1338
2025
Q1 		$103K Hold
2,875
– – ﹤0.01% 1427
2024
Q4 		$103K Buy
2,875
+527
+22% +$19.6K ﹤0.01% 1427
2024
Q3 		$91.4K Sell
2,348
-1,851
-44% -$70.3K ﹤0.01% 1439
2024
Q2 		$155K Sell
4,199
-2,273
-35% -$86.5K ﹤0.01% 1148
2024
Q1 		$243K Sell
6,472
-393
-6% -$14.2K 0.01% 939
2023
Q4 		$249K Buy
+6,865
New +$231K 0.01% 861

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

Principal Securities's FEP Position: Q4 2025 in Review

Principal Securities sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2025, closing a stake of 3,391 shares — an estimated $174K sold.

Principal Securities first reported a position in FEP in Q4 2023 and held it in 8 quarters. The position peaked at $249K in Q4 2023. 121 funds tracked by Wall St. Rank hold FEP as of Q4 2025.

  • Principal Securities reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,391 First Trust Europe AlphaDEX Fund shares in Q4 2025, an estimated $174K.
  • Principal Securities first reported a position in First Trust Europe AlphaDEX Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Europe AlphaDEX Fund position peaked at $249K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.