We are live on ! Find out more
FEP icon

First Trust Europe AlphaDEX Fund

110 hedge funds and large institutions have $224M invested in First Trust Europe AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $189M → $224M (+$34.5M)

5% more funds holding

Funds holding: 105110 (+5)

0.65% less ownership

Funds ownership: 65.44%64.79% (-0.65%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
41
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
$41.4M +$13.8M +279,719 +53%
LPL Financial
2
LPL Financial
California
$23.9M +$3.27M +66,104 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.9M -$582K -11,776 -4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14M +$403K +8,167 +3%
Wells Fargo
5
Wells Fargo
California
$12.1M -$3.9M -78,942 -25%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.3M +$1.36M +27,482 +16%
UBS Group
7
UBS Group
Switzerland
$9.22M +$966K +19,562 +12%
Vontobel Holding
8
Vontobel Holding
Switzerland
$7.81M -$10.3K -209 -0.1%
AssetMark Inc
9
AssetMark Inc
California
$5.9M +$159K +3,210 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$4.45M +$44.9K +909 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.41M +$200K +4,039 +5%
Bank of America
12
Bank of America
North Carolina
$4.31M +$651K +13,174 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.26M -$404K -8,172 -9%
BEI
14
Benjamin Edwards Inc
Missouri
$3.51M +$1.48M +29,948 +77%
Citadel Advisors
15
Citadel Advisors
Florida
$3.37M +$3.25M +65,767 New
CAS
16
Coppell Advisory Solutions
Texas
$3.23M +$6.67K +135 +0.2%
Stifel Financial
17
Stifel Financial
Missouri
$2.8M +$480K +9,713 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.66M -$20.9K -424 -0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.61M +$147K +2,985 +6%
SPIA
20
Steward Partners Investment Advisory
New York
$2.29M -$50K -1,013 -2%
MFG
21
Mainsail Financial Group
Washington
$2.21M +$37.6K +762 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.04M -$442K -8,947 -18%
PFS
23
Prospera Financial Services
Texas
$2M +$119K +2,411 +7%
IA
24
IFP Advisors
Florida
$1.78M -$2.77K -56 -0.2%
HI
25
Harbour Investments
Wisconsin
$1.61M +$1.24M +25,196 +407%

FEP Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q3 2025, worth a combined $224M — up 18% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FEP positions and 6 closed out — a net gain of 6 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $3.9M.

  • 110 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $224M of First Trust Europe AlphaDEX Fund stock for Q3 2025, up 18% quarter-over-quarter.
  • 12 funds opened new First Trust Europe AlphaDEX Fund positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q3 2025 was Morgan Stanley, an estimated $13.8M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q3 2025 was Wells Fargo, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2025.