Wealth Enhancement Advisory Services
FEP icon

Wealth Enhancement Advisory Services’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$9.18M Buy
165,345
+2,407
+1% +$142K 0.01% 766
2026
Q2 		$9.34M Sell
162,938
-9,631
-6% -$560K 0.02% 697
2026
Q1 		$9.5M Sell
172,569
-101,161
-37% -$5.68M 0.02% 599
2025
Q4 		$15.1M Sell
273,730
-1,193
-0.4% -$61.6K 0.02% 559
2025
Q3 		$14M Buy
274,923
+8,167
+3% +$403K 0.02% 539
2025
Q2 		$12.8M Buy
266,756
+49,790
+23% +$2.2M 0.02% 556
2025
Q1 		$8.86M Buy
+216,966
New +$8.5M 0.02% 619

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AssetMark Inc
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Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's FEP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Europe AlphaDEX Fund (FEP) stake by 1.5% in Q3 2026, buying an estimated $142K and bringing the position to 165,345 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #766.

Wealth Enhancement Advisory Services first reported a position in FEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2025. 42 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 165,345 shares of First Trust Europe AlphaDEX Fund worth $9.18M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,407 First Trust Europe AlphaDEX Fund shares in Q3 2026, an estimated $142K.
  • First Trust Europe AlphaDEX Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #766 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Europe AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Europe AlphaDEX Fund position peaked at $15.1M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.