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First Trust Europe AlphaDEX Fund
FEP

105 hedge funds and large institutions have $189M invested in First Trust Europe AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

28% more capital invested

Capital invested by funds: $148M → $189M (+$41.1M)

7% more funds holding

Funds holding: 98 → 105 (+7)

0.44% less ownership

Funds ownership: 65.88% → 65.44% (-0.44%)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.85M
2
LPL Financial
LPL Financial
California
+$2.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.2M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.97M
5
Bank of America
Bank of America
North Carolina
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
GIM
Guild Investment Management
California
-$2.37M
2
Jane Street
Jane Street
New York
-$1.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.51M
4
AWS
Atria Wealth Solutions
New York
-$833K
5
FFA
Farther Finance Advisors
California
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
51
LaSalle St. Investment Advisors
Illinois
$467K +$3.93K +89 +0.9%
TWM
52
TCFG Wealth Management
California
$413K – – –
EH
53
Equitable Holdings
New York
$387K – – –
SEIA
54
Signature Estate & Investment Advisors
California
$351K +$4.55K +103 +1%
FPWM
55
FSB Premier Wealth Management
Iowa
$345K +$25.4K +575 +9%
RA
56
RFG Advisory
Alabama
$342K -$3.05K -69 -1%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$335K -$666K -15,077 -68%
KPWS
58
Kestra Private Wealth Services
Texas
$310K +$11.8K +268 +4%
US Bancorp
59
US Bancorp
Minnesota
$310K +$286K +6,477 New
Goldman Sachs
60
Goldman Sachs
New York
$305K +$282K +6,377 New
IFG
61
Independent Financial Group
California
$303K +$8.04K +182 +3%
MAS
62
MPWM Advisory Solutions
Georgia
$298K +$276K +6,240 New
HI
63
Harbour Investments
Wisconsin
$296K +$30.9K +699 +13%
TFP
64
Traction Financial Partners
Wyoming
$287K +$265K +5,994 New
MA
65
Mutual Advisors
Nebraska
$279K – – –
PFA
66
Pinnacle Family Advisors
Missouri
$277K -$11.6K -262 -4%
PVI
67
Pine Valley Investments
New Jersey
$274K +$1.46K +33 +0.6%
HighTower Advisors
68
HighTower Advisors
Illinois
$259K – – –
DF
69
Dunhill Financial
United Kingdom
$240K +$58.2K +1,317 +35%
SG
70
StoneX Group
New York
$235K -$12.9K -291 -6%
WS
71
Wedbush Securities
California
$233K +$215K +4,872 New
AWM
72
Apollon Wealth Management
South Carolina
$220K +$203K +4,604 New
TAM
73
Tucker Asset Management
Colorado
$218K +$104K +2,353 +106%
BWA
74
BlueChip Wealth Advisors
Georgia
$208K +$192K +4,356 New
WAM
75
Walker Asset Management
Missouri
$207K -$33.5K -759 -15%
1 2
3
4 5

FEP Hedge Fund Activity: Q2 2025 in Review

105 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q2 2025, worth a combined $189M — up 28% from $148M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FEP positions and 6 closed out — a net gain of 8 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was UBS Group, adding an estimated $3.85M. The largest seller was Guild Investment Management, exiting entirely with an estimated $2.37M sold.

  • 105 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $189M of First Trust Europe AlphaDEX Fund stock for Q2 2025, up 28% quarter-over-quarter.
  • 14 funds opened new First Trust Europe AlphaDEX Fund positions in Q2 2025 and 6 closed out, a net change of +8 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q2 2025 was UBS Group, an estimated $3.85M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q2 2025 was Guild Investment Management, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2025.