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Transamerica Financial Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Transamerica Financial 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 		$688K Sell
12,067
-872
-7% -$50.7K 0.06% 254
2026
Q1 		$707K Buy
12,939
+8,820
+214% +$495K 0.06% 252
2025
Q4 		$221K Buy
+4,119
New +$213K 0.02% 355
2021
Q2 		– Sell
-136
Closed -$6K – 221
2021
Q1 		$6K Sell
136
-57
-30% -$2.27K 0.15% 50
2020
Q4 		$8K Buy
+193
New +$6.89K 0.17% 46

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

Transamerica Financial Advisors's FEP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 6.7% in Q2 2026, selling an estimated $50.7K and leaving 12,067 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #254.

Transamerica Financial Advisors first reported a position in FEP in Q4 2020 and has held it in 5 quarters since. The position peaked at $707K in Q1 2026. 136 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Transamerica Financial Advisors held 12,067 shares of First Trust Europe AlphaDEX Fund worth $688K as of Q2 2026.
  • Transamerica Financial Advisors sold 872 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $50.7K.
  • First Trust Europe AlphaDEX Fund made up 0.06% of Transamerica Financial Advisors's portfolio in Q2 2026, its #254 holding.
  • Transamerica Financial Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's First Trust Europe AlphaDEX Fund position peaked at $707K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.