Washington Trust’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-245	Closed	-$8.09K	–	872
2023 Q3	$8.09K	Hold	245	–	–	﹤0.01%	647
2023 Q2	$8.43K	Hold	245	–	–	﹤0.01%	662
2023 Q1	$8.52K	Hold	245	–	–	﹤0.01%	674
2022 Q4	$7.88K	Hold	245	–	–	﹤0.01%	671
2022 Q3	$6K	Hold	245	–	–	﹤0.01%	696
2022 Q2	$8K	Hold	245	–	–	﹤0.01%	667
2022 Q1	$9K	Hold	245	–	–	﹤0.01%	680
2021 Q4	$11K	Hold	245	–	–	﹤0.01%	657
2021 Q3	$10K	Hold	245	–	–	﹤0.01%	778
2021 Q2	$10K	Hold	245	–	–	﹤0.01%	781
2021 Q1	$10K	Buy	+245	New	+$9.74K	﹤0.01%	759

Other funds holding FEP

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

RJFSA

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

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

Washington Trust's FEP Position: Q4 2023 in Review

Washington Trust sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2023, closing a stake of 245 shares — an estimated $8.09K sold.

Washington Trust first reported a position in FEP in Q1 2021 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 98 funds tracked by Wall St. Rank hold FEP as of Q4 2023.

Washington Trust reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 245 First Trust Europe AlphaDEX Fund shares in Q4 2023, an estimated $8.09K.
Washington Trust first reported a position in First Trust Europe AlphaDEX Fund in Q1 2021 and held it in 11 quarters.
Washington Trust's First Trust Europe AlphaDEX Fund position peaked at $11K in Q4 2021.
98 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.