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

Valeo 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
2019
Q3 		– Sell
-100
Closed -$4K – 1595
2019
Q2 		$4K Buy
+100
New +$3.51K ﹤0.01% 1261

Other funds holding FEP

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valeo Financial Advisors's FEP Position: Q3 2019 in Review

Valeo Financial Advisors sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in FEP in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 91 funds tracked by Wall St. Rank hold FEP as of Q3 2019.

  • Valeo Financial Advisors reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 First Trust Europe AlphaDEX Fund shares in Q3 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's First Trust Europe AlphaDEX Fund position peaked at $4K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.