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	–	1252
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's FEP Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2021, closing a stake of 3,102 shares — an estimated $134K sold.

Sowell Financial Services first reported a position in FEP in Q4 2019 and held it in 6 quarters. The position peaked at $134K in Q1 2021. 101 funds tracked by Wall St. Rank hold FEP as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,102 First Trust Europe AlphaDEX Fund shares in Q2 2021, an estimated $134K.
Sowell Financial Services first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's First Trust Europe AlphaDEX Fund position peaked at $134K in Q1 2021.
101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.