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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
Q2 		$271K Sell
4,580
-5,585
-55% -$325K 0.02% 469
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 $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

Triad Wealth Partners's FEP Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Europe AlphaDEX Fund (FEP) stake by 55% in Q2 2026, selling an estimated $325K and leaving 4,580 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #469.

Triad Wealth Partners first reported a position in FEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $691K in Q4 2025. 137 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Triad Wealth Partners held 4,580 shares of First Trust Europe AlphaDEX Fund worth $271K as of Q2 2026.
  • Triad Wealth Partners sold 5,585 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $325K.
  • First Trust Europe AlphaDEX Fund made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #469 holding.
  • Triad Wealth Partners first reported a position in First Trust Europe AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's First Trust Europe AlphaDEX Fund position peaked at $691K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.