ProVise Management Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

ProVise Management 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
2026 Q1	$242K	Buy	+4,440	New	+$249K	0.02%	239

Other funds holding FEP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

ProVise Management Group's FEP Position: Q1 2026 in Review

ProVise Management Group opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q1 2026: 4,440 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings.

130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

ProVise Management Group held 4,440 shares of First Trust Europe AlphaDEX Fund worth $242K as of Q1 2026.
First Trust Europe AlphaDEX Fund was a new ProVise Management Group position in Q1 2026.
First Trust Europe AlphaDEX Fund made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #239 holding.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.