SOA Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

SOA Wealth Advisors’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	$19.8K	Buy	362 +1	+0.3%	+$56	﹤0.01%	502
2025 Q4	$19.4K	Buy	361 +3	+0.8%	+$155	﹤0.01%	508
2025 Q3	$18.3K	Buy	358 +2	+0.6%	+$99	﹤0.01%	530
2025 Q2	$17K	Buy	356 +7	+2%	+$309	﹤0.01%	532
2025 Q1	$14.3K	Buy	349 +1	+0.3%	+$39	﹤0.01%	521
2024 Q4	$12.5K	Buy	348 +2	+0.6%	+$74	﹤0.01%	526
2024 Q3	$13.5K	Buy	346 +3	+0.9%	+$114	﹤0.01%	502
2024 Q2	$12.6K	Buy	343 +8	+2%	+$305	﹤0.01%	505
2024 Q1	$12.6K	Buy	335 +5	+2%	+$180	﹤0.01%	506
2023 Q4	$12K	Buy	330 +1	+0.3%	+$34	﹤0.01%	500
2023 Q3	$10.9K	Buy	329 +8	+2%	+$276	﹤0.01%	512
2023 Q2	$11.1K	Hold	321	–	–	﹤0.01%	520
2023 Q1	$11.2K	Hold	321	–	–	﹤0.01%	513
2022 Q4	$10.3K	Buy	321 +2	+0.6%	+$61	﹤0.01%	514
2022 Q3	$8K	Buy	319 +8	+3%	+$243	﹤0.01%	534
2022 Q2	$9K	Hold	311	–	–	﹤0.01%	507
2022 Q1	$12K	Buy	311 +4	+1%	+$160	﹤0.01%	552
2021 Q4	$13K	Buy	307 +1	+0.3%	+$43	﹤0.01%	522
2021 Q3	$12K	Buy	306 +5	+2%	+$218	﹤0.01%	544
2021 Q2	$12K	Buy	301 +1	+0.3%	+$43	﹤0.01%	547
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	481
2020 Q4	$11K	Buy	+300	New	+$10.7K	﹤0.01%	494

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

SOA Wealth Advisors's FEP Position: Q1 2026 in Review

SOA Wealth Advisors increased its First Trust Europe AlphaDEX Fund (FEP) stake by 0.28% in Q1 2026, buying an estimated $56 and bringing the position to 362 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

SOA Wealth Advisors first reported a position in FEP in Q4 2020 and has held it in 22 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

SOA Wealth Advisors held 362 shares of First Trust Europe AlphaDEX Fund worth $19.8K as of Q1 2026.
SOA Wealth Advisors bought 1 First Trust Europe AlphaDEX Fund share in Q1 2026, an estimated $56.
First Trust Europe AlphaDEX Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #502 holding.
SOA Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.