Sowell Financial Services’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-3,102	Closed	-$134K	–	1253
2021 Q1	$134K	Sell	3,102 -380	-11%	-$15.1K	﹤0.01%	1243
2020 Q4	$133K	Buy	3,482 +38	+1%	+$1.36K	0.01%	1035
2020 Q3	$114K	Sell	3,444 -190	-5%	-$6.31K	0.01%	930
2020 Q2	$111K	Buy	3,634 +1,116	+44%	+$31.9K	0.01%	930
2020 Q1	$65K	Buy	2,518 +646	+35%	+$21.7K	﹤0.01%	961
2019 Q4	$70K	Buy	+1,872	New	+$67.3K	0.01%	1025

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return