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Private Advisory Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Private Advisory Group’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
-13,929
Closed -$713K – 256
2025
Q3 		$713K Sell
13,929
-16,891
-55% -$834K 0.06% 138
2025
Q2 		$1.47M Buy
+30,820
New +$1.36M 0.13% 98

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

Private Advisory Group's FEP Position: Q4 2025 in Review

Private Advisory Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2025, closing a stake of 13,929 shares — an estimated $713K sold.

Private Advisory Group first reported a position in FEP in Q2 2025 and held it in 2 quarters. The position peaked at $1.47M in Q2 2025. 121 funds tracked by Wall St. Rank hold FEP as of Q4 2025.

  • Private Advisory Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Private Advisory Group sold 13,929 First Trust Europe AlphaDEX Fund shares in Q4 2025, an estimated $713K.
  • Private Advisory Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Private Advisory Group's First Trust Europe AlphaDEX Fund position peaked at $1.47M in Q2 2025.
  • 121 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.