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Vontobel Swiss Wealth Advisors’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Vontobel Swiss Wealth 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
2021
Q2 		$283K Buy
6,753
+750
+12% +$32.5K 0.15% 72
2021
Q1 		$244K Sell
6,003
-918
-13% -$36.5K 0.14% 69
2020
Q4 		$264K Buy
+6,921
New +$247K 0.15% 67

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's FEP Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its First Trust Europe AlphaDEX Fund (FEP) stake by 12% in Q2 2021, buying an estimated $32.5K and bringing the position to 6,753 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #72.

Vontobel Swiss Wealth Advisors first reported a position in FEP in Q4 2020 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold FEP as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 6,753 shares of First Trust Europe AlphaDEX Fund worth $283K as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 750 First Trust Europe AlphaDEX Fund shares in Q2 2021, an estimated $32.5K.
  • First Trust Europe AlphaDEX Fund made up 0.15% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #72 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in First Trust Europe AlphaDEX Fund in Q4 2020 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.