UWS
FEP icon

Unique Wealth Strategies’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Unique Wealth Strategies’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
Q3 		$215K Hold
3,768
– – 0.08% 206
2026
Q2 		$215K Sell
3,768
-10,930
-74% -$635K 0.08% 207
2026
Q1 		$803K Buy
14,698
+3,241
+28% +$182K 0.33% 74
2025
Q4 		$616K Buy
+11,457
New +$591K 0.24% 121

Other funds holding FEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Unique Wealth Strategies's FEP Position: Q3 2026 in Review

Unique Wealth Strategies held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q3 2026 at 3,768 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #206.

Unique Wealth Strategies first reported a position in FEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $803K in Q1 2026. 13 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Unique Wealth Strategies held 3,768 shares of First Trust Europe AlphaDEX Fund worth $215K as of Q3 2026.
  • Unique Wealth Strategies left its First Trust Europe AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Europe AlphaDEX Fund made up 0.08% of Unique Wealth Strategies's portfolio in Q3 2026, its #206 holding.
  • Unique Wealth Strategies first reported a position in First Trust Europe AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Unique Wealth Strategies's First Trust Europe AlphaDEX Fund position peaked at $803K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.