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Private Client Services’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Private Client Services’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
Q1 		– Sell
-3,859
Closed -$207K – 216
2025
Q4 		$207K Buy
+3,859
New +$199K 0.06% 187

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Private Client Services's FEP Position: Q1 2026 in Review

Private Client Services sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2026, closing a stake of 3,859 shares — an estimated $207K sold.

Private Client Services first reported a position in FEP in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 131 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • Private Client Services reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Private Client Services sold 3,859 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $207K.
  • Private Client Services first reported a position in First Trust Europe AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Private Client Services's First Trust Europe AlphaDEX Fund position peaked at $207K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.