We are live on ! Find out more
FEP icon

First Trust Europe AlphaDEX Fund

121 hedge funds and large institutions have $281M invested in First Trust Europe AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $224M → $281M (+$57.4M)

10% more funds holding

Funds holding: 110121 (+11)

3.92% more ownership

Funds ownership: 64.79%68.71% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.3M +$2.65M +51,370 +6%
First Trust Advisors
2
First Trust Advisors
Illinois
$38M +$36.5M +707,815 New
LPL Financial
3
LPL Financial
California
$27.3M +$2.16M +41,941 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.8M -$817K -15,837 -5%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$61.6K -1,193 -0.4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.7M -$64.9K -1,258 -0.6%
UBS Group
7
UBS Group
Switzerland
$10.6M +$845K +16,373 +9%
Wells Fargo
8
Wells Fargo
California
$8.78M -$3.73M -72,343 -31%
Vontobel Holding
9
Vontobel Holding
Switzerland
$8.2M -$361 -7 -0%
AssetMark Inc
10
AssetMark Inc
California
$6.2M +$5.88K +114 +0.1%
Bank of America
11
Bank of America
North Carolina
$5.96M +$1.37M +26,550 +31%
Raymond James Financial
12
Raymond James Financial
Florida
$5.25M +$548K +10,621 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.86M +$224K +4,345 +5%
BEI
14
Benjamin Edwards Inc
Missouri
$4.78M +$1.04M +20,211 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.42M -$144K -2,794 -3%
P
16
&Partners
Tennessee
$3.91M +$3M +58,096 +398%
CAS
17
Coppell Advisory Solutions
Texas
$3.34M -$77K -1,493 -2%
Stifel Financial
18
Stifel Financial
Missouri
$3.2M +$251K +4,857 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.15M +$388K +7,519 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.69M -$97.4K -1,888 -4%
SPIA
21
Steward Partners Investment Advisory
New York
$2.43M +$29.5K +571 +1%
MFG
22
Mainsail Financial Group
Washington
$2.35M +$28.8K +559 +1%
PFS
23
Prospera Financial Services
Texas
$2.17M +$64.2K +1,244 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.09M -$50.2K -973 -2%
IA
25
IFP Advisors
Florida
$1.95M +$84K +1,627 +5%