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Wellington-Altus USA’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Wellington-Altus USA’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
Q2 		– Sell
-10,300
Closed -$588K – 677
2026
Q1 		$588K Buy
+10,300
New +$578K 0.35% 71

Other funds holding FEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellington-Altus USA's FEP Position: Q2 2026 in Review

Wellington-Altus USA sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2026, closing a stake of 10,300 shares — an estimated $588K sold.

Wellington-Altus USA first reported a position in FEP in Q1 2026 and held it in 1 quarter. The position peaked at $588K in Q1 2026. 136 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Wellington-Altus USA reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 10,300 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $588K.
  • Wellington-Altus USA first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's First Trust Europe AlphaDEX Fund position peaked at $588K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.