Vishria Bird Financial Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Vishria Bird Financial Group’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 Q1	–	Sell	-128,452	Closed	-$3.98M	–	53
2018 Q4	$3.98M	Sell	128,452 -43,003	-25%	-$1.44M	4.4%	9
2018 Q3	$6.55M	Buy	171,455 +2,545	+2%	+$98.6K	5.62%	7
2018 Q2	$6.48M	Buy	+168,910	New	+$6.79M	6.01%	8

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vishria Bird Financial Group's FEP Position: Q1 2019 in Review

Vishria Bird Financial Group sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2019, closing a stake of 128,452 shares — an estimated $3.98M sold.

Vishria Bird Financial Group first reported a position in FEP in Q2 2018 and held it in 3 quarters. The position peaked at $6.55M in Q3 2018. 99 funds tracked by Wall St. Rank hold FEP as of Q1 2019.

Vishria Bird Financial Group reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Vishria Bird Financial Group sold 128,452 First Trust Europe AlphaDEX Fund shares in Q1 2019, an estimated $3.98M.
Vishria Bird Financial Group first reported a position in First Trust Europe AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
Vishria Bird Financial Group's First Trust Europe AlphaDEX Fund position peaked at $6.55M in Q3 2018.
99 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2019.

Based on Vishria Bird Financial Group's 13F filing for Q1 2019, filed 5 Apr 2019.