Westside Investment Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Westside Investment 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
2018 Q4	–	Sell	-500	Closed	-$19.1K	–	737
2018 Q3	$19.1K	Hold	500	–	–	0.01%	368
2018 Q2	$19K	Hold	500	–	–	0.01%	417
2018 Q1	$19.6K	Hold	500	–	–	0.01%	392
2017 Q4	$20.2K	Hold	500	–	–	0.01%	408
2017 Q3	$18.8K	Hold	500	–	–	0.01%	405
2017 Q2	$17.5K	Buy	+500	New	+$17.1K	0.01%	407

Other funds holding FEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westside Investment Management's FEP Position: Q4 2018 in Review

Westside Investment Management sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2018, closing a stake of 500 shares — an estimated $19.1K sold.

Westside Investment Management first reported a position in FEP in Q2 2017 and held it in 6 quarters. The position peaked at $20.2K in Q4 2017. 96 funds tracked by Wall St. Rank hold FEP as of Q4 2018.

Westside Investment Management reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Westside Investment Management sold 500 First Trust Europe AlphaDEX Fund shares in Q4 2018, an estimated $19.1K.
Westside Investment Management first reported a position in First Trust Europe AlphaDEX Fund in Q2 2017 and held it in 6 quarters.
Westside Investment Management's First Trust Europe AlphaDEX Fund position peaked at $20.2K in Q4 2017.
96 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.