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First Trust Europe AlphaDEX Fund
FEP

Overview Fund Activity

101 hedge funds and large institutions have $288M invested in First Trust Europe AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
42
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.6M
2
SMF
2
Sterling Manor Financial
New York
$6.29M
3
LPL Financial
3
LPL Financial
California
$16.2M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.8M
5
ABTD
5
Arvest Bank Trust Division
Oklahoma
$26.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$14.9M
4
WI
4
Wintrust Investments
Illinois
$242K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$75K +$1.1K +26 +1%
NFG
77
Next Financial Group
Texas
$73K +$974 +23 +1%
SPIA
78
Steward Partners Investment Advisory
New York
$73K +$10.2K +237 +16%
AWA
79
Arkadios Wealth Advisors
Georgia
$65K – – –
SWM
80
Spire Wealth Management
Virginia
$55K – – –
FGAM
81
Financial Gravity Asset Management
Texas
$43K -$5.06K -2 -11%
APA
82
American Portfolios Advisors
New York
$36.4K -$171 -4 -0.5%
CFD
83
Creative Financial Designs
Indiana
$30K +$13.3K +310 +79%
AssetMark Inc
84
AssetMark Inc
California
$29K +$29K +672 New
AA
85
AlphaMark Advisors
Kentucky
$26K -$4.73K -110 -15%
WP
86
WealthShield Partners
North Carolina
$18K – – –
AWM
87
Accel Wealth Management
Iowa
$18K – – –
LAS
88
Lloyd Advisory Services
Georgia
$17K +$7.57K +175 +80%
CWA
89
Clearview Wealth Advisors
Oregon
$16K +$219 +5 +1%
GWSG
90
GPS Wealth Strategies Group
Colorado
$14K – – –
WWM
91
Wagner Wealth Management
South Carolina
$14K +$166 +4 +1%
GWM
92
Geneos Wealth Management
Colorado
$12K – – –
SWA
93
SOA Wealth Advisors
New York
$12K +$40 +1 +0.3%
TWA
94
TCI Wealth Advisors
Arizona
$12K +$12K +289 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
GI
96
Gradient Investments
Minnesota
$10K – – –
WT
97
Washington Trust
Rhode Island
$10K – – –
DWMG
98
DB Wealth Management Group
California
$7K – – –
TAM
99
Tucker Asset Management
Colorado
$6.02K +$896 +21 +18%
QCG
100
Quadrant Capital Group
Ohio
$5K +$5K +124 New
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4
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