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TCFG Investment Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

TCFG Investment 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
Q2 		$475K Hold
8,328
– – 0.16% 153
2026
Q1 		$455K Buy
+8,328
New +$467K 0.17% 140

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCFG Investment Advisors's FEP Position: Q2 2026 in Review

TCFG Investment Advisors held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q2 2026 at 8,328 shares worth $475K. The position accounts for 0.16% of the portfolio, ranked #153.

TCFG Investment Advisors first reported a position in FEP in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • TCFG Investment Advisors held 8,328 shares of First Trust Europe AlphaDEX Fund worth $475K as of Q2 2026.
  • TCFG Investment Advisors left its First Trust Europe AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Europe AlphaDEX Fund made up 0.16% of TCFG Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • TCFG Investment Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.