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Western Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Western Wealth Management’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
2020
Q1 		– Sell
-6,175
Closed -$232K – 387
2019
Q4 		$232K Buy
+6,175
New +$222K 0.04% 358

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's FEP Position: Q1 2020 in Review

Western Wealth Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2020, closing a stake of 6,175 shares — an estimated $232K sold.

Western Wealth Management first reported a position in FEP in Q4 2019 and held it in 1 quarter. The position peaked at $232K in Q4 2019. 85 funds tracked by Wall St. Rank hold FEP as of Q1 2020.

  • Western Wealth Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Western Wealth Management sold 6,175 First Trust Europe AlphaDEX Fund shares in Q1 2020, an estimated $232K.
  • Western Wealth Management first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Western Wealth Management's First Trust Europe AlphaDEX Fund position peaked at $232K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.