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

WealthShield 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
Q3 		– Sell
-418
Closed -$18K – 402
2021
Q2 		$18K Hold
418
– – ﹤0.01% 665
2021
Q1 		$17K Buy
+418
New +$16.6K ﹤0.01% 693

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthShield Partners's FEP Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Europe AlphaDEX Fund (FEP) in Q3 2021, closing a stake of 418 shares — an estimated $18K sold.

WealthShield Partners first reported a position in FEP in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 101 funds tracked by Wall St. Rank hold FEP as of Q3 2021.

  • WealthShield Partners reported no remaining First Trust Europe AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 418 First Trust Europe AlphaDEX Fund shares in Q3 2021, an estimated $18K.
  • WealthShield Partners first reported a position in First Trust Europe AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's First Trust Europe AlphaDEX Fund position peaked at $18K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.