Sigma Planning Corp
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Sigma Planning Corp’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Sigma Planning Corp’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
Q3 		$492K Buy
+8,720
New +$513K 0.01% 843
2023
Q2 		– Sell
-19,645
Closed -$683K – 1264
2023
Q1 		$683K Sell
19,645
-667
-3% -$23.2K 0.02% 677
2022
Q4 		$654K Sell
20,312
-46,985
-70% -$1.43M 0.02% 658
2022
Q3 		$1.78M Buy
67,297
+15,075
+29% +$459K 0.07% 283
2022
Q2 		$1.64M Sell
52,222
-16,386
-24% -$582K 0.06% 316
2022
Q1 		$2.65M Buy
68,608
+7,778
+13% +$311K 0.08% 252
2021
Q4 		$2.62M Sell
60,830
-6,325
-9% -$272K 0.07% 272
2021
Q3 		$2.81M Buy
67,155
+22,233
+49% +$969K 0.08% 249
2021
Q2 		$1.92M Buy
44,922
+3,808
+9% +$165K 0.06% 344
2021
Q1 		$1.67M Sell
41,114
-957
-2% -$38K 0.05% 362
2020
Q4 		$1.6M Sell
42,071
-10,438
-20% -$372K 0.05% 320
2020
Q3 		$1.74M Sell
52,509
-4,295
-8% -$143K 0.07% 268
2020
Q2 		$1.73M Buy
56,804
+8,785
+18% +$251K 0.08% 267
2020
Q1 		$1.24M Buy
48,019
+7,909
+20% +$266K 0.07% 278
2019
Q4 		$1.51M Buy
40,110
+12,664
+46% +$455K 0.06% 309
2019
Q3 		$943K Buy
27,446
+6,904
+34% +$237K 0.05% 380
2019
Q2 		$725K Buy
20,542
+14,792
+257% +$519K 0.04% 432
2019
Q1 		$200K Buy
+5,750
New +$195K 0.01% 855
2016
Q2 		– Sell
-7,877
Closed -$229K – 716
2016
Q1 		$229K Buy
+7,877
New +$217K 0.03% 550
2015
Q3 		– Sell
-8,289
Closed -$257K – 700
2015
Q2 		$257K Buy
8,289
+438
+6% +$14.1K 0.04% 537
2015
Q1 		$243K Buy
+7,851
New +$239K 0.03% 607

Other funds holding FEP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Sigma Planning Corp's FEP Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in First Trust Europe AlphaDEX Fund (FEP) in Q3 2026: 8,720 shares worth $492K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in FEP as recently as Q1 2023.

Sigma Planning Corp first reported a position in FEP in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.81M in Q3 2021. 71 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Sigma Planning Corp held 8,720 shares of First Trust Europe AlphaDEX Fund worth $492K as of Q3 2026.
  • First Trust Europe AlphaDEX Fund was a new Sigma Planning Corp position in Q3 2026.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #843 holding.
  • Sigma Planning Corp first reported a position in First Trust Europe AlphaDEX Fund in Q1 2015 and has held it in 21 quarters since.
  • Sigma Planning Corp's First Trust Europe AlphaDEX Fund position peaked at $2.81M in Q3 2021.
  • 71 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.