Wealthcare Advisory Partners’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-930	Closed	-$38K	–	972
2021 Q1	$38K	Buy	+930	New	+$37K	﹤0.01%	968
2020 Q4	–	Sell	-7,243	Closed	-$241K	–	441
2020 Q3	$241K	Sell	7,243 -147	-2%	-$4.88K	0.03%	303
2020 Q2	$225K	Sell	7,390 -956	-11%	-$27.4K	0.03%	279
2020 Q1	$216K	Buy	+8,346	New	+$281K	0.03%	253

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

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

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

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

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

Wealthcare Advisory Partners's FEP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2021, closing a stake of 930 shares — an estimated $38K sold.

Wealthcare Advisory Partners first reported a position in FEP in Q1 2020 and held it in 4 quarters. The position peaked at $241K in Q3 2020. 101 funds tracked by Wall St. Rank hold FEP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 930 First Trust Europe AlphaDEX Fund shares in Q2 2021, an estimated $38K.
Wealthcare Advisory Partners first reported a position in First Trust Europe AlphaDEX Fund in Q1 2020 and held it in 4 quarters.
Wealthcare Advisory Partners's First Trust Europe AlphaDEX Fund position peaked at $241K in Q3 2020.
101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.