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Smith, Moore & Co’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Smith, Moore & Co’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 		$1.08M Buy
19,836
+5,729
+41% +$321K 0.08% 197
2025
Q4 		$758K Buy
14,107
+9,917
+237% +$512K 0.06% 248
2025
Q3 		$214K Buy
+4,190
New +$207K 0.02% 493
2020
Q1 		– Sell
-8,807
Closed -$331K – 308
2019
Q4 		$331K Sell
8,807
-2
-0% -$72 0.07% 241
2019
Q3 		$303K Sell
8,809
-151
-2% -$5.19K 0.07% 246
2019
Q2 		$316K Buy
8,960
+78
+0.9% +$2.74K 0.07% 250
2019
Q1 		$309K Buy
8,882
+7
+0.1% +$238 0.07% 241
2018
Q4 		$275K Buy
8,875
+467
+6% +$15.6K 0.07% 247
2018
Q3 		$321K Buy
8,408
+32
+0.4% +$1.24K 0.07% 238
2018
Q2 		$322K Buy
8,376
+202
+2% +$8.12K 0.08% 225
2018
Q1 		$324K Buy
+8,174
New +$329K 0.09% 213

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Smith, Moore & Co's FEP Position: Q1 2026 in Review

Smith, Moore & Co increased its First Trust Europe AlphaDEX Fund (FEP) stake by 41% in Q1 2026, buying an estimated $321K and bringing the position to 19,836 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #197.

Smith, Moore & Co first reported a position in FEP in Q1 2018 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • Smith, Moore & Co held 19,836 shares of First Trust Europe AlphaDEX Fund worth $1.08M as of Q1 2026.
  • Smith, Moore & Co bought 5,729 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $321K.
  • First Trust Europe AlphaDEX Fund made up 0.08% of Smith, Moore & Co's portfolio in Q1 2026, its #197 holding.
  • Smith, Moore & Co first reported a position in First Trust Europe AlphaDEX Fund in Q1 2018 and has held it in 11 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.