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WBI Investments’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

WBI Investments’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
2018
Q3 		– Sell
-58,660
Closed -$2.25M – 270
2018
Q2 		$2.25M Buy
+58,660
New +$2.36M 0.12% 115

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

WBI Investments's FEP Position: Q3 2018 in Review

WBI Investments sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2018, closing a stake of 58,660 shares — an estimated $2.25M sold.

WBI Investments first reported a position in FEP in Q2 2018 and held it in 1 quarter. The position peaked at $2.25M in Q2 2018. 99 funds tracked by Wall St. Rank hold FEP as of Q3 2018.

  • WBI Investments reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 58,660 First Trust Europe AlphaDEX Fund shares in Q3 2018, an estimated $2.25M.
  • WBI Investments first reported a position in First Trust Europe AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • WBI Investments's First Trust Europe AlphaDEX Fund position peaked at $2.25M in Q2 2018.
  • 99 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.