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

Safeguard Investment 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
2021
Q1 		– Sell
-5
Closed – – 282
2020
Q4 		$0 Buy
+5
New +$178 ﹤0.01% 736

Other funds holding FEP

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's FEP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in FEP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 99 funds tracked by Wall St. Rank hold FEP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 First Trust Europe AlphaDEX Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust Europe AlphaDEX Fund position peaked at $0 in Q4 2020.
  • 99 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.