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

Private Portfolio Partners’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
2024 Q4	$273K	Sell	7,612 -91	-1%	-$3.38K	0.05%	249
2024 Q3	$300K	Sell	7,703 -495	-6%	-$18.8K	0.06%	231
2024 Q2	$302K	Sell	8,198 -855	-9%	-$32.5K	0.25%	69
2024 Q1	$340K	Buy	9,053 +33	+0.4%	+$1.19K	0.07%	195
2023 Q4	$328K	Sell	9,020 -200	-2%	-$6.73K	0.08%	188
2023 Q3	$304K	Buy	9,220 +798	+9%	+$27.6K	0.08%	190
2023 Q2	$290K	Buy	8,422 +48	+0.6%	+$1.67K	0.07%	201
2023 Q1	$291K	Buy	+8,374	New	+$291K	0.08%	189

Other funds holding FEP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

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

Private Portfolio Partners's FEP Position: Q4 2024 in Review

Private Portfolio Partners reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 1.2% in Q4 2024, selling an estimated $3.38K and leaving 7,612 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #249.

Private Portfolio Partners first reported a position in FEP in Q1 2023 and has held it in 8 quarters since. The position peaked at $340K in Q1 2024. 105 funds tracked by Wall St. Rank hold FEP as of Q4 2024.

Private Portfolio Partners held 7,612 shares of First Trust Europe AlphaDEX Fund worth $273K as of Q4 2024.
Private Portfolio Partners sold 91 First Trust Europe AlphaDEX Fund shares in Q4 2024, an estimated $3.38K.
First Trust Europe AlphaDEX Fund made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #249 holding.
Private Portfolio Partners first reported a position in First Trust Europe AlphaDEX Fund in Q1 2023 and has held it in 8 quarters since.
Private Portfolio Partners's First Trust Europe AlphaDEX Fund position peaked at $340K in Q1 2024.
105 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.