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BOLTON SECURITIES CORPORATION’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$40.5K Hold
718
– – ﹤0.01% 1404
2026
Q2 		$41K Hold
718
– – ﹤0.01% 1408
2026
Q1 		$39.2K Buy
+718
New +$40.3K ﹤0.01% 1290
2025
Q3 		$36.8K Buy
+718
New +$35.5K ﹤0.01% 1229
2025
Q1 		$29.3K Buy
+718
New +$28.1K ﹤0.01% 1196

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FEP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust Europe AlphaDEX Fund (FEP) position steady in Q3 2026 at 718 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

BOLTON SECURITIES CORPORATION first reported a position in FEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $41K in Q2 2026. 92 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 718 shares of First Trust Europe AlphaDEX Fund worth $40.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its First Trust Europe AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Europe AlphaDEX Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1404 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Europe AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust Europe AlphaDEX Fund position peaked at $41K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.