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

True Link 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
2022
Q1 		– Sell
-719
Closed -$31K – 172
2021
Q4 		$31K Buy
+719
New +$30.9K ﹤0.01% 511

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

True Link Financial Advisors's FEP Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2022, closing a stake of 719 shares — an estimated $31K sold.

True Link Financial Advisors first reported a position in FEP in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 111 funds tracked by Wall St. Rank hold FEP as of Q1 2022.

  • True Link Financial Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 719 First Trust Europe AlphaDEX Fund shares in Q1 2022, an estimated $31K.
  • True Link Financial Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Europe AlphaDEX Fund position peaked at $31K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.