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

Wealthfront’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
2015
Q2 		– Sell
-30
Closed -$1K – 1316
2015
Q1 		$1K Buy
+30
New +$915 ﹤0.01% 1091

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
AIG
American International Group New York $609M AUM 23.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wealthfront's FEP Position: Q2 2015 in Review

Wealthfront sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2015, closing a stake of 30 shares — an estimated $1K sold.

Wealthfront first reported a position in FEP in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 54 funds tracked by Wall St. Rank hold FEP as of Q2 2015.

  • Wealthfront reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 30 First Trust Europe AlphaDEX Fund shares in Q2 2015, an estimated $1K.
  • Wealthfront first reported a position in First Trust Europe AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Wealthfront's First Trust Europe AlphaDEX Fund position peaked at $1K in Q1 2015.
  • 54 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.