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Triad Wealth Partners’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Triad Wealth Partners’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 		$555K Sell
10,165
-2,696
-21% -$151K 0.04% 257
2025
Q4 		$691K Buy
+12,861
New +$664K 0.07% 200

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Triad Wealth Partners's FEP Position: Q1 2026 in Review

Triad Wealth Partners reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 21% in Q1 2026, selling an estimated $151K and leaving 10,165 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #257.

Triad Wealth Partners first reported a position in FEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $691K in Q4 2025. 130 funds tracked by Wall St. Rank hold FEP as of Q1 2026.

  • Triad Wealth Partners held 10,165 shares of First Trust Europe AlphaDEX Fund worth $555K as of Q1 2026.
  • Triad Wealth Partners sold 2,696 First Trust Europe AlphaDEX Fund shares in Q1 2026, an estimated $151K.
  • First Trust Europe AlphaDEX Fund made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #257 holding.
  • Triad Wealth Partners first reported a position in First Trust Europe AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Triad Wealth Partners's First Trust Europe AlphaDEX Fund position peaked at $691K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.