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Wealthspire Advisors (Maryland)’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-23
Closed -$1K – 2531
2017
Q4 		$1K Buy
+23
New +$875 ﹤0.01% 2270

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FEP Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2018, closing a stake of 23 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in FEP in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 91 funds tracked by Wall St. Rank hold FEP as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 23 First Trust Europe AlphaDEX Fund shares in Q1 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in First Trust Europe AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s First Trust Europe AlphaDEX Fund position peaked at $1K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.