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Winslow Evans & Crocker’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Winslow Evans & Crocker’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
Q4 		$22K Buy
565
+50
+10% +$1.78K ﹤0.01% 766
2020
Q3 		$17K Hold
515
– – ﹤0.01% 649
2020
Q2 		$16K Sell
515
-1
-0.2% -$29 ﹤0.01% 654
2020
Q1 		$14K Sell
516
-1,210
-70% -$40.7K ﹤0.01% 633
2019
Q4 		$66K Buy
1,726
+276
+19% +$9.93K 0.02% 457
2019
Q3 		$52K Hold
1,450
– – 0.01% 487
2019
Q2 		$54K Sell
1,450
-710
-33% -$24.9K 0.02% 494
2019
Q1 		$78K Sell
2,160
-260
-11% -$8.82K 0.02% 423
2018
Q4 		$76K Sell
2,420
-1,500
-38% -$50.3K 0.03% 403
2018
Q3 		$152K Sell
3,920
-532
-12% -$20.6K 0.05% 300
2018
Q2 		$172K Buy
4,452
+1,540
+53% +$61.9K 0.05% 284
2018
Q1 		$115K Buy
2,912
+60
+2% +$2.42K 0.04% 330
2017
Q4 		$111K Hold
2,852
– – 0.04% 349
2017
Q3 		$107K Sell
2,852
-1,860
-39% -$67.6K 0.04% 350
2017
Q2 		$164K Buy
4,712
+384
+9% +$13.1K 0.05% 343
2017
Q1 		$138K Sell
4,328
-100
-2% -$3.08K 0.04% 354
2016
Q4 		$129K Sell
4,428
-30
-0.7% -$857 0.04% 359
2016
Q3 		$132K Hold
4,458
– – 0.04% 355
2016
Q2 		$122K Sell
4,458
-1,849
-29% -$53.5K 0.04% 347
2016
Q1 		$183K Sell
6,307
-51
-0.8% -$1.41K 0.06% 284
2015
Q4 		$188K Hold
6,358
– – 0.05% 300
2015
Q3 		$180K Sell
6,358
-1,024
-14% -$31.2K 0.06% 290
2015
Q2 		$229K Sell
7,382
-5,150
-41% -$166K 0.06% 285
2015
Q1 		$388K Sell
12,532
-2,176
-15% -$66.3K 0.11% 199
2014
Q4 		$432K Sell
14,708
-7,388
-33% -$220K 0.12% 170
2014
Q3 		$680K Buy
22,096
+11,556
+110% +$377K 0.2% 124
2014
Q2 		$366K Sell
10,540
-7,420
-41% -$262K 0.12% 186
2014
Q1 		$643K Buy
17,960
+4,487
+33% +$155K 0.22% 109
2013
Q4 		$451K Buy
+13,473
New +$431K 0.15% 162

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's FEP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Europe AlphaDEX Fund (FEP) stake by 9.7% in Q4 2020, buying an estimated $1.78K and bringing the position to 565 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Winslow Evans & Crocker first reported a position in FEP in Q4 2013 and has held it in 29 quarters since. The position peaked at $680K in Q3 2014. 91 funds tracked by Wall St. Rank hold FEP as of Q4 2020.

  • Winslow Evans & Crocker held 565 shares of First Trust Europe AlphaDEX Fund worth $22K as of Q4 2020.
  • Winslow Evans & Crocker bought 50 First Trust Europe AlphaDEX Fund shares in Q4 2020, an estimated $1.78K.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #766 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Europe AlphaDEX Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's First Trust Europe AlphaDEX Fund position peaked at $680K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.