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First Trust Europe AlphaDEX Fund

130 hedge funds and large institutions have $339M invested in First Trust Europe AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $281M → $339M (+$57.7M)

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

7% more funds holding

Funds holding: 121130 (+9)

0.59% more ownership

Funds ownership: 68.71%69.3% (+0.59%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
49
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$59M +$20.9M +371,900 +53%
Morgan Stanley
2
Morgan Stanley
New York
$48.8M +$1.86M +33,101 +4%
LPL Financial
3
LPL Financial
California
$29.5M +$1.8M +32,073 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.8M -$295K -5,258 -2%
Wells Fargo
5
Wells Fargo
California
$13.2M +$4.38M +78,069 +48%
UBS Group
6
UBS Group
Switzerland
$13M +$2.32M +41,429 +21%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11.2M +$273K +4,869 +2%
Jane Street
8
Jane Street
New York
$9.67M +$9.04M +161,230 +1,023%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.53M -$5.68M -101,161 -37%
P
10
&Partners
Tennessee
$8.38M +$4.53M +80,676 +111%
Vontobel Holding
11
Vontobel Holding
Switzerland
$8.06M -$276K -4,918 -3%
AssetMark Inc
12
AssetMark Inc
California
$6.72M +$436K +7,765 +7%
Bank of America
13
Bank of America
North Carolina
$6.6M +$559K +9,965 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$5.97M +$659K +11,744 +12%
BEI
15
Benjamin Edwards Inc
Missouri
$5.04M +$197K +3,514 +4%
DF
16
Dunhill Financial
United Kingdom
$4.93M +$4.02M +71,621 +384%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.49M -$457K -8,152 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.1M -$398K -7,090 -9%
ASN
19
Advisory Services Network
Georgia
$3.9M +$4M +71,362 New
Stifel Financial
20
Stifel Financial
Missouri
$3.26M +$6.28K +112 +0.2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.15M -$45.4K -810 -1%
FTUS
22
Flow Traders U.S.
New York
$3.05M +$3.13M +55,836 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.69M -$49K -873 -2%
GWP
24
Gateway Wealth Partners
Wisconsin
$2.69M +$1.46M +26,096 +113%
SPIA
25
Steward Partners Investment Advisory
New York
$2.46M -$6.62K -118 -0.3%

FEP Hedge Fund Activity: Q1 2026 in Review

130 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q1 2026, worth a combined $339M — up 21% from $281M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FEP positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.9M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $5.68M.

  • 130 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q1 2026, up from 121 in Q4 2025.
  • Funds reported $339M of First Trust Europe AlphaDEX Fund stock for Q1 2026, up 21% quarter-over-quarter.
  • 23 funds opened new First Trust Europe AlphaDEX Fund positions in Q1 2026 and 9 closed out, a net change of +14 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q1 2026 was First Trust Advisors, an estimated $20.9M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2026.