First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

$39.00
+0.34 (+0.88%)
(As of 02:15 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Europe AlphaDEX Fund (NASDAQ:FEP)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$19.17M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$15.29M
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FEP Institutional Buying and Selling by Quarter

First Trust Europe AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Avantax Advisory Services Inc.63,433$2.38M0.0%-2.5%1.123%
5/6/2024 Envestnet Portfolio Solutions Inc.25,587$962K0.0%+13.2%0.453%
5/1/2024 StoneX Group Inc.13,197$496K0.1%-19.7%0.234%
5/1/2024 Janney Montgomery Scott LLC35,732$1.34M0.0%-2.6%0.632%
4/29/2024Commonwealth Equity Services LLC57,309$2.15M0.0%-1.1%1.014%
4/27/2024 Treasure Coast Financial Planning6,634$249K0.2%N/A0.117%
4/25/2024 Cambridge Investment Research Advisors Inc.47,961$1.80M0.0%+13.0%0.849%
4/23/2024 Raymond James Financial Services Advisors Inc.75,234$2.83M0.0%-2.7%1.332%
4/19/2024 Mainsail Financial Group LLC36,850$1.39M1.0%+4.4%0.652%
4/18/2024 AlphaMark Advisors LLC685$26K0.0%-36.9%0.012%
4/16/2024 OneAscent Financial Services LLC15,449$581K0.1%+18.0%0.273%
4/11/2024 SignalPoint Asset Management LLC23,594$888K0.2%-2.2%0.418%
2/12/2024 StoneX Group Inc.16,437$597K0.1%-7.0%0.267%
2/9/2024 Orion Portfolio Solutions LLC18,187$662K0.0%+8.6%0.296%
2/9/2024 Cambridge Investment Research Advisors Inc.42,426$1.54M0.0%-2.9%0.690%
2/9/2024 Assetmark Inc.43,900$1.59M0.0%+43.4%0.714%
2/9/2024 D.A. Davidson & CO.14,209$516K0.0%-7.7%0.231%
2/9/2024 Wells Fargo & Company MN294,533$10.70M0.0%-39.1%4.789%
2/8/2024 Janney Montgomery Scott LLC36,690$1.33M0.0%-56.0%0.597%
2/7/2024 Avantax Advisory Services Inc.65,081$2.36M0.0%+15.7%1.058%
2/7/2024 Envestnet Portfolio Solutions Inc.22,602$821K0.0%+3.8%0.368%
2/7/2024 Iams Wealth Management LLC19,108$694K0.4%-2.9%0.311%
2/7/2024 Principal Securities Inc.6,865$249K0.0%N/A0.112%
2/5/2024 Kestra Private Wealth Services LLC8,054$293K0.0%-74.4%0.131%
2/2/2024 Atria Wealth Solutions Inc.22,105$803K0.0%-2.9%0.359%
1/29/2024 NewEdge Wealth LLC16,070$584K0.0%-9.2%0.261%
1/25/2024 Strategic Blueprint LLC5,829$212K0.0%N/A0.095%
1/24/2024 Private Trust Co. NA2,075$75K0.0%-53.2%0.034%
1/19/2024 Mainsail Financial Group LLC35,290$1.23M1.0%+8.7%0.574%
1/19/2024 Patriot Financial Group Insurance Agency LLC6,357$231K0.0%N/A0.103%
1/17/2024 IFG Advisory LLC6,583$239K0.0%N/A0.107%
1/16/2024 Raymond James Financial Services Advisors Inc.77,295$2.81M0.0%-17.2%1.257%
1/16/2024 Raymond James & Associates36,866$1.34M0.0%+12.6%0.599%
1/11/2024 OneAscent Financial Services LLC13,096$476K0.1%+14.5%0.213%
1/8/2024 Walker Asset Management LLC5,599$203K0.1%N/A0.091%
11/15/2023Integrated Wealth Concepts LLC42,185$1.39M0.0%+17.0%0.649%
11/13/2023 LPL Financial LLC266,164$8.79M0.0%-2.7%4.095%
11/13/2023 Envestnet Asset Management Inc.343,069$11.33M0.0%-4.9%5.278%
11/13/2023 Envestnet Portfolio Solutions Inc.21,765$718K0.0%N/A0.335%
11/9/2023 UBS Group AG80,554$2.66M0.0%-8.6%1.239%
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11/8/2023 Janney Montgomery Scott LLC83,341$2.75M0.0%-22.0%1.282%
11/8/2023 Atria Wealth Solutions Inc.22,770$752K0.0%+3.3%0.350%
11/8/2023 NewEdge Wealth LLC17,698$584K0.0%+8.0%0.272%
11/8/2023 Avantax Advisory Services Inc.56,274$1.86M0.0%-1.8%0.866%
11/7/2023 ABLE Financial Group LLC15,038$496K0.2%+54.9%0.231%
11/1/2023 Orion Portfolio Solutions LLC16,751$553K0.0%+30.7%0.252%
10/31/2023 AlphaMark Advisors LLC1,290$43K0.0%+37.2%0.019%
10/30/2023 Mainsail Financial Group LLC32,473$1.05M1.0%+6.2%0.488%
10/27/2023 Assetmark Inc.30,620$1.01M0.0%+131.4%0.460%
10/27/2023 Dunhill Financial LLC282,617$9.28M5.9%+21.0%4.250%
10/26/2023 Park Avenue Securities LLC13,919$459K0.0%+35.5%0.209%
10/24/2023 Bank of New York Mellon Corp43,204$1.43M0.0%+1.8%0.650%
10/24/2023 Stratos Wealth Partners LTD.6,860$226K0.0%+11.8%0.103%
10/24/2023 Raymond James Financial Services Advisors Inc.93,339$3.08M0.0%-10.1%1.404%
10/24/2023 Raymond James & Associates32,735$1.08M0.0%+60.4%0.492%
10/24/2023 Cambridge Investment Research Advisors Inc.43,684$1.44M0.0%-16.7%0.657%
10/23/2023Commonwealth Equity Services LLC55,863$1.84M0.0%-5.0%0.840%
10/13/2023 OneAscent Financial Services LLC11,440$378K0.1%+17.5%0.168%
10/13/2023 PFG Advisors10,276$339K0.0%+8.1%0.151%
10/13/2023 Global Retirement Partners LLC4,822$153K0.0%+750.4%0.071%
10/12/2023IFP Advisors Inc14,391$475K0.0%-45.5%0.212%
10/11/2023AE Wealth Management LLC41,434$1.37M0.0%+18.3%0.609%
10/11/2023 Vontobel Holding Ltd.153,272$5.06M0.0%-0.7%2.254%
10/10/2023 DHJJ Financial Advisors Ltd.890$29K0.0%N/A0.013%
8/23/2023 Dunhill Financial LLC233,584$7.96M5.2%N/A3.135%
8/17/2023Coppell Advisory Solutions LLC61,320$2.08M0.6%+3.6%0.823%
8/14/2023Snowden Capital Advisors LLC33,348$1.15M0.0%-1.6%0.448%
8/11/2023 D.A. Davidson & CO.15,587$537K0.0%-17.9%0.209%
8/10/2023 Osaic Holdings Inc.200,896$6.91M0.0%+2.1%2.697%
8/10/2023Commonwealth Equity Services LLC58,825$2.03M0.0%-8.9%0.790%
8/10/2023Cetera Advisors LLC13,769$474K0.0%-6.2%0.185%
8/10/2023Cetera Advisor Networks LLC38,097$1.31M0.0%+2.7%0.511%
8/10/2023Cetera Investment Advisers59,809$2.06M0.0%+11.0%0.803%
8/8/2023 Kestra Private Wealth Services LLC31,512$1.09M0.0%-12.2%0.423%
8/4/2023 Envestnet Asset Management Inc.360,911$12.42M0.0%+7.4%4.844%
8/4/2023IFP Advisors Inc26,390$1.06M0.0%-1.7%0.354%
8/3/2023 Atria Wealth Solutions Inc.22,039$759K0.0%+9.7%0.296%
8/2/2023 1776 Wealth LLC13,444$463K0.2%-14.2%0.180%
8/2/2023 Bank of Montreal Can2,260$81K0.0%N/A0.030%
7/31/2023 LPL Financial LLC273,437$9.41M0.0%+4.2%3.670%
7/28/2023 AlphaMark Advisors LLC940$32K0.0%+91.8%0.013%
7/26/2023 Janney Montgomery Scott LLC106,821$3.68M0.0%+2.2%1.434%
7/25/2023 Raymond James Financial Services Advisors Inc.103,838$3.57M0.0%-11.9%1.394%
7/25/2023 Raymond James & Associates20,413$703K0.0%-35.0%0.274%
7/21/2023 Mainsail Financial Group LLC30,575$1.05M1.0%-1.2%0.410%
7/20/2023 PFG Advisors9,504$327K0.0%+3.3%0.128%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC5,339$184K0.0%-26.1%0.072%
7/18/2023 Stratos Wealth Partners LTD.6,138$211K0.0%N/A0.082%
7/14/2023 Park Avenue Securities LLC10,271$354K0.0%N/A0.138%
7/13/2023 Cambridge Investment Research Advisors Inc.52,472$1.81M0.0%+9.4%0.704%
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7/10/2023 Level Four Advisory Services LLC10,331$356K0.0%+23.8%0.139%
7/10/2023AE Wealth Management LLC35,024$1.21M0.0%+6.4%0.470%
7/10/2023 OneAscent Financial Services LLC9,736$335K0.1%+44.3%0.131%
6/5/2023 Level Four Advisory Services LLC8,344$290K0.0%N/A0.104%
5/11/2023 Cambridge Investment Research Advisors Inc.47,977$1.67M0.0%-2.6%0.596%
5/11/2023 Envestnet Asset Management Inc.336,172$11.68M0.0%-0.4%4.176%
5/11/2023Commonwealth Equity Services LLC64,562$2.24M0.0%-11.8%0.802%
5/10/2023Gateway Wealth Partners LLC6,297$219K0.0%N/A0.078%
5/10/2023 LPL Financial LLC262,430$9.12M0.0%+3.8%3.260%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC7,220$251K0.0%N/A0.090%
(Data available from 1/1/2016 forward)

FEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEP shares?

During the previous two years, 91 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were Brinker Capital Investments LLC ($37.02M), Arvest Trust Co. N A ($17.48M), Envestnet Asset Management Inc. ($11.33M), Wells Fargo & Company MN ($10.70M), Dunhill Financial LLC ($9.28M), LPL Financial LLC ($8.79M), and Osaic Holdings Inc. ($6.91M).Learn more on FEP's institutional investors.

Which institutional investors have been buying First Trust Europe AlphaDEX Fund stock?

Of the 71 institutional investors that purchased First Trust Europe AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walker Asset Management LLC ($656.70K), Dunhill Financial LLC ($282.62K), Janney Montgomery Scott LLC ($72.98K), Arvest Trust Co. N A ($53.23K), Brinker Capital Investments LLC ($52.98K), Coppell Advisory Solutions Corp. ($45.52K), and Envestnet Asset Management Inc. ($38.59K).

How much institutional buying is happening at First Trust Europe AlphaDEX Fund?

Institutional investors have bought a total of 1,767,742 shares in the last 24 months. This purchase volume represents approximately $97.05M in transactions.

Which First Trust Europe AlphaDEX Fund major shareholders have been selling company stock?

Of the 56 institutional investors that sold First Trust Europe AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Capital Wealth Partners LLC ($306.89K), UBS Group AG ($229.76K), Wells Fargo & Company MN ($189.47K), Raymond James Financial Services Advisors Inc. ($166.20K), OLD Mission Capital LLC ($139.43K), Envestnet Asset Management Inc. ($126.94K), and Northwestern Mutual Wealth Management Co. ($88.11K).

How much institutional selling is happening at First Trust Europe AlphaDEX Fund?

Institutional investors have sold a total of 2,105,415 shares in the last 24 months. This volume of shares sold represents approximately $120.37M in transactions.


This page (NASDAQ:FEP) was last updated on 5/14/2024 by MarketBeat.com Staff

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