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First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

First Trust Europe AlphaDEX Fund logo
$56.28 +0.66 (+1.19%)
Closing price 04:00 PM Eastern
Extended Trading
$56.26 -0.02 (-0.04%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$88.97M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$9.07M
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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
10/8/2026Farther Finance Advisors LLC19,458$1.10M0.0%-2.8%0.216%
10/7/2026Rhodes Investment Advisors Inc. ADV5,045$285K0.2%N/A0.056%
10/1/2026 Roxbury Financial LLC3,571$201K0.2%+8.0%0.040%
9/23/2026Envestnet Portfolio Solutions Inc.6,318$360K0.0%+6.8%0.071%
9/23/2026Envestnet Asset Management Inc.298,459$17.03M0.0%+3.1%3.335%
9/9/2026Integrated Wealth Concepts LLC3,469$198K0.0%N/A0.039%
9/9/2026RFG Advisory LLC6,188$353K0.0%-2.9%0.070%
9/9/2026IFP Advisors Inc41,236$2.35M0.0%+3.4%0.463%
9/9/2026Baird Financial Group Inc.23,505$1.34M0.0%+4.3%0.264%
9/2/2026Citadel Advisors LLC47,652$2.72M0.0%+17.7%0.535%
8/27/2026Tucker Asset Management LLC3,231$184K0.0%+16.3%0.036%
8/23/2026Asset Allocation Strategies LLC4,150$237K0.0%+12.4%0.047%
7/7/2026Dynamic Advisor Solutions LLC6,583$376K0.0%N/A0.074%
7/1/2026 Roxbury Financial LLC3,307$189K0.1%+80.2%0.037%
5/19/2026Western Wealth Management LLC475$26K0.0%N/A0.005%
5/19/2026Bank of America Corp DE120,815$6.60M0.0%+9.0%1.365%
5/18/2026Royal Bank of Canada18,472$1.01M0.0%+7.4%0.209%
5/15/2026Gateway Wealth Partners LLC49,250$2.69M0.1%+112.7%0.556%
5/13/2026Cetera Investment Advisers204,533$11.17M0.0%+2.4%2.311%
5/13/2026First Trust Advisors LP1,079,715$58.96M0.0%+52.5%12.200%
5/7/2026Parallel Advisors LLC2,381$130K0.0%N/A0.027%
5/6/2026Assetmark Inc.123,126$6.72M0.0%+6.7%1.391%
5/6/2026Independent Financial Group LLC7,906$432K0.0%N/A0.089%
5/5/2026Bank of New York Mellon Corp27,526$1.50M0.0%+2.2%0.311%
5/5/2026Sanctuary Advisors LLC11,573$632K0.0%+2.7%0.131%
5/5/2026BlueChip Wealth Advisors LLC5,082$278K0.1%+15.4%0.057%
5/4/2026HBW Advisory Services LLC10,708$585K0.1%+4.0%0.121%
5/4/2026NWF Advisory Services Inc.27,310$1.49M0.2%-1.2%0.309%
5/1/2026Fifth Third Bancorp2,643$144K0.0%N/A0.030%
4/30/2026Hsbc Holdings PLC23,500$1.28M0.0%N/A0.266%
4/30/2026Kestra Advisory Services LLC12,732$695K0.0%-8.5%0.144%
4/29/2026Richmond Investment Services LLC14,907$814K0.1%-9.7%0.168%
4/24/2026Bellevue Asset Management LLC24,032$1.31M0.7%+3.5%0.272%
4/23/2026Asset Allocation Strategies LLC3,692$202K0.0%N/A0.042%
4/23/2026Apollon Wealth Management LLC3,803$208K0.0%-5.3%0.043%
4/22/2026Janney Montgomery Scott LLC57,769$3.16M0.0%-1.4%0.653%
4/20/2026RFG Advisory LLC6,372$348K0.0%+21.5%0.072%
4/17/2026 Roxbury Financial LLC1,835$100K0.1%N/A0.021%
4/16/2026Triad Wealth Partners LLC10,165$555K0.0%-21.0%0.114%
3/3/2026NWF Advisory Services Inc.27,630$1.49M0.2%+2.7%0.354%
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2/18/2026Pacific Excel Wealth Advisors Inc.6,817$366K0.7%N/A0.087%
2/17/2026Cetera Investment Advisers199,664$10.73M0.0%-0.6%2.560%
2/17/2026Osaic Holdings Inc.82,223$4.42M0.0%-3.3%1.054%
2/17/2026&PARTNERS72,684$3.91M0.0%+398.2%0.932%
2/17/2026Royal Bank of Canada17,201$924K0.0%-29.2%0.221%
2/16/2026MML Investors Services LLC38,945$2.09M0.0%-2.4%0.499%
2/13/2026Kestra Advisory Services LLC13,920$748K0.0%-1.2%0.178%
2/13/2026Transamerica Financial Advisors LLC4,119$221K0.0%N/A0.053%
2/13/2026Stifel Financial Corp59,605$3.20M0.0%+8.9%0.764%
2/13/2026Smartleaf Asset Management LLC474$26K0.0%+305.1%0.006%
2/13/2026First Trust Advisors LP707,815$38.05M0.0%N/A9.075%
2/13/2026Wells Fargo & Company MN163,267$8.78M0.0%-30.7%2.093%
2/13/2026RPg Family Wealth Advisory LLC15,666$842K0.2%-8.4%0.201%
2/12/2026Jane Street Group LLC15,767$848K0.0%-43.9%0.202%
2/12/2026Orion Porfolio Solutions LLC26,678$1.43M0.0%+1.6%0.342%
2/12/2026Commonwealth Equity Services LLC50,123$2.69M0.0%-3.6%0.643%
2/12/2026StoneX Group Inc.4,461$240K0.0%-6.9%0.057%
2/12/2026Steward Partners Investment Advisory LLC45,232$2.43M0.0%+1.3%0.580%
2/12/2026Wedbush Securities Inc.5,539$298K0.0%+11.4%0.071%
2/11/2026Gateway Wealth Partners LLC23,154$1.25M0.1%+9.3%0.297%
2/11/2026Janney Montgomery Scott LLC58,579$3.15M0.0%+14.7%0.751%
2/11/20261776 Wealth LLC9,839$529K0.2%-2.6%0.126%
2/11/2026LPL Financial LLC508,290$27.32M0.0%+9.0%6.517%
2/11/2026OneAscent Financial Services LLC18,362$987K0.1%-4.9%0.235%
2/9/2026Harbour Investments Inc.31,088$1.67M0.0%-1.0%0.399%
2/9/2026Prospera Financial Services Inc40,288$2.17M0.0%+3.2%0.517%
2/6/2026IFP Advisors Inc36,325$1.95M0.0%+4.7%0.466%
2/5/2026Tucker Asset Management LLC3,123$168K0.0%-19.3%0.040%
2/3/2026NewEdge Wealth LLC13,243$712K0.0%-1.7%0.170%
2/3/2026FSB Premier Wealth Management Inc.6,379$343K0.1%-2.7%0.082%
2/2/2026Benjamin Edwards Inc.88,822$4.78M0.1%+29.5%1.139%
2/2/2026Oppenheimer & Co. Inc.10,710$576K0.0%N/A0.137%
1/29/2026D.A. Davidson & CO.10,930$588K0.0%+3.6%0.140%
1/29/2026Kestra Private Wealth Services LLC7,421$399K0.0%+8.0%0.095%
1/29/2026UBS Group AG196,426$10.56M0.0%+9.1%2.518%
1/29/2026Sanctuary Advisors LLC11,268$606K0.0%+3.6%0.144%
1/29/2026Dunhill Financial LLC18,629$1.01M0.2%+276.9%0.239%
1/28/2026Kingswood Wealth Advisors LLC4,332$233K0.0%N/A0.056%
1/27/2026Morey & Quinn Wealth Partners LLC3,821$205K0.1%-7.5%0.049%
1/27/2026PFG Advisors5,731$308K0.0%-37.1%0.073%
1/26/2026Iams Wealth Management LLC12,141$653K0.2%-10.9%0.156%
1/23/2026Farther Finance Advisors LLC20,470$1.10M0.0%-2.2%0.262%
1/23/2026HBW Advisory Services LLC10,298$554K0.1%N/A0.132%
1/23/2026Smith Moore & CO.14,107$758K0.1%+236.7%0.181%
1/23/2026Mainsail Financial Group LLC43,659$2.35M1.0%+1.3%0.560%
1/22/2026Apollon Wealth Management LLC4,016$216K0.0%-8.4%0.051%
1/22/2026Triad Wealth Partners LLC12,861$691K0.1%N/A0.165%
1/21/2026Flagship Harbor Advisors LLC1,130$61K0.0%N/A0.014%
1/14/2026ORG Partners LLC3,000$161K0.0%+50.0%0.039%
1/8/2026Wealth Enhancement Advisory Services LLC273,730$15.09M0.0%-0.4%3.602%
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1/7/2026 Private Client Services LLC3,859$207K0.1%N/A0.051%
1/5/2026Park Avenue Securities LLC18,016$968K0.0%-4.9%0.237%
1/1/2026JPMorgan Chase & Co.1,657$85K0.0%-14.1%0.024%
11/21/2025Tcfg Wealth Management LLC8,420$431K0.1%-2.6%0.123%
11/18/2025Tcfg Wealth Management LLC8,420$431K0.0%-2.6%0.123%
11/17/2025Kestra Private Wealth Services LLC6,869$352K0.0%+6.1%0.100%
11/17/2025NewEdge Advisors LLC1,300$67K0.0%+20.9%0.019%
11/17/2025Susquehanna International Group LLP21,753$1.11M0.0%+38.6%0.318%
11/17/2025Northwestern Mutual Wealth Management Co.4,145$212K0.0%+7.6%0.061%
11/17/2025Citadel Advisors LLC65,767$3.37M0.0%N/A0.960%


FEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($58.96M), LPL Financial LLC ($27.32M), Envestnet Asset Management Inc. ($17.03M), Wealth Enhancement Advisory Services LLC ($15.09M), Cetera Investment Advisers ($11.17M), UBS Group AG ($10.56M), and Wells Fargo & Company MN ($8.78M).Learn more on First Trust Europe AlphaDEX Fund's institutional investors.

Of the 100 institutional investors that purchased First Trust Europe AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($1.08M), Wealth Enhancement Advisory Services LLC ($274.92K), Raymond James Financial Inc. ($214.00K), LPL Financial LLC ($148.11K), Citadel Advisors LLC ($98.26K), Benjamin Edwards Inc. ($86.77K), and Cetera Investment Advisers ($69.66K).

Institutional investors have bought a total of 1,655,524 shares in the last 24 months. This purchase volume represents approximately $88.97M in transactions.

Of the 39 institutional investors that sold First Trust Europe AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($72.34K), Private Advisory Group LLC ($16.89K), Jane Street Group LLC ($12.33K), Envestnet Asset Management Inc. ($11.78K), Royal Bank of Canada ($7.10K), PFG Advisors ($6.65K), and US Bancorp DE ($5.48K).

Institutional investors have sold a total of 171,185 shares in the last 24 months. This volume of shares sold represents approximately $9.07M in transactions.



Institutional ownership data for NASDAQ:FEP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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