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Spire Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Spire Wealth Management’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
Q2 		$15.4K Buy
270
+41
+18% +$2.38K ﹤0.01% 1520
2026
Q1 		$12.5K Buy
+229
New +$12.8K ﹤0.01% 1561
2025
Q3 		– Sell
-36
Closed -$1.72K – 2397
2025
Q2 		$1.72K Sell
36
-1,300
-97% -$57.4K ﹤0.01% 2203
2025
Q1 		$54.5K Hold
1,336
– – ﹤0.01% 1246
2024
Q4 		$47.8K Hold
1,336
– – ﹤0.01% 1305
2024
Q3 		$52K Hold
1,336
– – ﹤0.01% 1122
2024
Q2 		$49.2K Hold
1,336
– – ﹤0.01% 1128
2024
Q1 		$50.2K Sell
1,336
-77
-5% -$2.78K ﹤0.01% 1212
2023
Q4 		$49.5K Hold
1,413
– – ﹤0.01% 1206
2023
Q3 		$46.6K Sell
1,413
-119
-8% -$4.11K ﹤0.01% 1196
2023
Q2 		$52.7K Sell
1,532
-59
-4% -$2.05K ﹤0.01% 1179
2023
Q1 		$55.3K Buy
1,591
+1,490
+1,475% +$51.9K ﹤0.01% 1162
2022
Q4 		$3K Buy
+101
New +$3.06K ﹤0.01% 1958
2022
Q3 		– Sell
-13,990
Closed -$438K – 2314
2022
Q2 		$438K Sell
13,990
-6,709
-32% -$238K 0.02% 514
2022
Q1 		$800K Sell
20,699
-105
-0.5% -$4.2K 0.02% 441
2021
Q4 		$896K Buy
20,804
+76
+0.4% +$3.26K 0.02% 498
2021
Q3 		$869K Buy
20,728
+19,428
+1,494% +$847K 0.02% 440
2021
Q2 		$55K Hold
1,300
– – ﹤0.01% 1441
2021
Q1 		$53K Buy
+1,300
New +$51.7K ﹤0.01% 1695

Other funds holding FEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spire Wealth Management's FEP Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Europe AlphaDEX Fund (FEP) stake by 18% in Q2 2026, buying an estimated $2.38K and bringing the position to 270 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Spire Wealth Management first reported a position in FEP in Q1 2021 and has held it in 19 quarters since. The position peaked at $896K in Q4 2021. 19 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Spire Wealth Management held 270 shares of First Trust Europe AlphaDEX Fund worth $15.4K as of Q2 2026.
  • Spire Wealth Management bought 41 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $2.38K.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1520 holding.
  • Spire Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $896K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.