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

Private Ocean’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
2019
Q4 		– Sell
-200
Closed -$7K – 532
2019
Q3 		$7K Buy
+200
New +$6.87K ﹤0.01% 445

Other funds holding FEP

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Private Ocean's FEP Position: Q4 2019 in Review

Private Ocean sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2019, closing a stake of 200 shares — an estimated $7K sold.

Private Ocean first reported a position in FEP in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 107 funds tracked by Wall St. Rank hold FEP as of Q4 2019.

  • Private Ocean reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Private Ocean sold 200 First Trust Europe AlphaDEX Fund shares in Q4 2019, an estimated $7K.
  • Private Ocean first reported a position in First Trust Europe AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Private Ocean's First Trust Europe AlphaDEX Fund position peaked at $7K in Q3 2019.
  • 107 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.