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First Trust Europe AlphaDEX Fund

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: 98105 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.3M -$1.51M -34,184 -6%
LPL Financial
2
LPL Financial
California
$19.1M +$2.21M +49,935 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M +$836K +18,936 +6%
Wells Fargo
4
Wells Fargo
California
$15M -$37.5K -848 -0.3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$2.2M +49,790 +23%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.29M +$1.33M +30,029 +21%
UBS Group
7
UBS Group
Switzerland
$7.67M +$3.85M +87,057 +119%
Vontobel Holding
8
Vontobel Holding
Switzerland
$7.3M -$5.88K -133 -0.1%
AssetMark Inc
9
AssetMark Inc
California
$5.36M +$736K +16,673 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.42M +$1.03M +23,224 +33%
Raymond James Financial
11
Raymond James Financial
Florida
$4.11M +$3.71K +84 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.92M +$765K +17,327 +27%
Bank of America
13
Bank of America
North Carolina
$3.4M +$1.75M +39,606 +126%
CAS
14
Coppell Advisory Solutions
Texas
$3M +$249K +5,629 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.51M -$25.4K -574 -1%
AAS
16
Avantax Advisory Services
Texas
$2.39M -$51.6K -1,168 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.34M +$634K +14,358 +42%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.3M +$71.2K +1,613 +3%
SPIA
19
Steward Partners Investment Advisory
New York
$2.18M +$1.97M +44,644 +4,334%
Stifel Financial
20
Stifel Financial
Missouri
$2.15M +$1.35M +30,651 +213%
MFG
21
Mainsail Financial Group
Washington
$2M -$26.1K -591 -1%
BEI
22
Benjamin Edwards Inc
Missouri
$1.85M +$294K +6,650 +21%
PFS
23
Prospera Financial Services
Texas
$1.75M +$92.3K +2,090 +6%
IA
24
IFP Advisors
Florida
$1.66M +$380K +8,611 +33%
AWM
25
AE Wealth Management
Kansas
$1.55M -$469K -10,614 -25%

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.