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Sound Income Strategies’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Sound Income Strategies’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
2024
Q2 		– Sell
-39
Closed -$1.47K – 1416
2024
Q1 		$1.47K Buy
+39
New +$1.41K ﹤0.01% 1121

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Sound Income Strategies's FEP Position: Q2 2024 in Review

Sound Income Strategies sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2024, closing a stake of 39 shares — an estimated $1.47K sold.

Sound Income Strategies first reported a position in FEP in Q1 2024 and held it in 1 quarter. The position peaked at $1.47K in Q1 2024. 96 funds tracked by Wall St. Rank hold FEP as of Q2 2024.

  • Sound Income Strategies reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 39 First Trust Europe AlphaDEX Fund shares in Q2 2024, an estimated $1.47K.
  • Sound Income Strategies first reported a position in First Trust Europe AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's First Trust Europe AlphaDEX Fund position peaked at $1.47K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.