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

TCFG 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 Q1	$455K	Sell	8,328 -92	-1%	-$5.16K	0.17%	140
2025 Q4	$453K	Hold	8,420	–	–	0.18%	146
2025 Q3	$431K	Sell	8,420 -227	-3%	-$11.2K	0.17%	152
2025 Q2	$413K	Hold	8,647	–	–	0.19%	150
2025 Q1	$353K	Hold	8,647	–	–	0.18%	143
2024 Q4	$310K	Buy	8,647 +42	+0.5%	+$1.56K	0.16%	159
2024 Q3	$335K	Buy	+8,605	New	+$327K	0.17%	140

Other funds holding FEP

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

TCFG Wealth Management's FEP Position: Q1 2026 in Review

TCFG Wealth Management reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 1.1% in Q1 2026, selling an estimated $5.16K and leaving 8,328 shares worth $455K. The position accounts for 0.17% of the portfolio, ranked #140.

TCFG Wealth Management first reported a position in FEP in Q3 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

TCFG Wealth Management held 8,328 shares of First Trust Europe AlphaDEX Fund worth $455K as of Q1 2026.
TCFG Wealth Management sold 92 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $5.16K.
First Trust Europe AlphaDEX Fund made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #140 holding.
TCFG Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.