First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

$37.39
+0.18 (+0.48%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$26.93M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.00M
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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
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%
2/12/2024StoneX Group Inc.16,437$597K0.1%-7.0%0.267%
2/9/2024Orion 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%
2/9/2024Assetmark Inc.43,900$1.59M0.0%+43.4%0.714%
2/9/2024D.A. Davidson & CO.14,209$516K0.0%-7.7%0.231%
2/9/2024Wells Fargo & Company MN294,533$10.70M0.0%-39.1%4.789%
2/8/2024Janney Montgomery Scott LLC36,690$1.33M0.0%-56.0%0.597%
2/7/2024Avantax Advisory Services Inc.65,081$2.36M0.0%+15.7%1.058%
2/7/2024Envestnet 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%
2/7/2024Principal Securities Inc.6,865$249K0.0%N/A0.112%
2/5/2024Kestra Private Wealth Services LLC8,054$293K0.0%-74.4%0.131%
2/2/2024Atria Wealth Solutions Inc.22,105$803K0.0%-2.9%0.359%
1/29/2024NewEdge 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%
1/19/2024Patriot Financial Group Insurance Agency LLC6,357$231K0.0%N/A0.103%
1/17/2024IFG 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%
11/13/2023LPL Financial LLC266,164$8.79M0.0%-2.7%4.095%
11/13/2023Envestnet Asset Management Inc.343,069$11.33M0.0%-4.9%5.278%
11/13/2023Envestnet Portfolio Solutions Inc.21,765$718K0.0%N/A0.335%
11/9/2023UBS Group AG80,554$2.66M0.0%-8.6%1.239%
11/8/2023Janney Montgomery Scott LLC83,341$2.75M0.0%-22.0%1.282%
11/8/2023Atria Wealth Solutions Inc.22,770$752K0.0%+3.3%0.350%
11/8/2023NewEdge Wealth LLC17,698$584K0.0%+8.0%0.272%
11/8/2023Avantax Advisory Services Inc.56,274$1.86M0.0%-1.8%0.866%
11/7/2023ABLE Financial Group LLC15,038$496K0.2%+54.9%0.231%
11/1/2023Orion Portfolio Solutions LLC16,751$553K0.0%+30.7%0.252%
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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%
10/27/2023Assetmark Inc.30,620$1.01M0.0%+131.4%0.460%
10/27/2023Dunhill Financial LLC282,617$9.28M5.9%+21.0%4.250%
10/26/2023 Park Avenue Securities LLC13,919$459K0.0%+35.5%0.209%
10/24/2023Bank 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%
10/13/2023PFG 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%
10/11/2023Vontobel Holding Ltd.153,272$5.06M0.0%-0.7%2.254%
10/10/2023 DHJJ Financial Advisors Ltd.890$29K0.0%N/A0.013%
8/23/2023Dunhill 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%
8/11/2023D.A. Davidson & CO.15,587$537K0.0%-17.9%0.209%
8/10/2023Osaic 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%
8/8/2023Kestra Private Wealth Services LLC31,512$1.09M0.0%-12.2%0.423%
8/4/2023Envestnet 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%
8/3/2023Atria Wealth Solutions Inc.22,039$759K0.0%+9.7%0.296%
8/2/20231776 Wealth LLC13,444$463K0.2%-14.2%0.180%
8/2/2023Bank of Montreal Can2,260$81K0.0%N/A0.030%
7/31/2023LPL Financial LLC273,437$9.41M0.0%+4.2%3.670%
7/28/2023 AlphaMark Advisors LLC940$32K0.0%+91.8%0.013%
7/26/2023Janney 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%
7/20/2023PFG Advisors9,504$327K0.0%+3.3%0.128%
7/19/2023Nelson 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%
7/10/2023Level 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%
6/5/2023Level 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%
5/11/2023Envestnet Asset Management Inc.336,172$11.68M0.0%-0.4%4.176%
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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%
5/10/2023LPL Financial LLC262,430$9.12M0.0%+3.8%3.260%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC7,220$251K0.0%N/A0.090%
5/9/2023 Spire Wealth Management1,591$55K0.0%+1,475.2%0.020%
5/9/2023US Bancorp DE1,141$40K0.0%-81.3%0.014%
5/8/2023NewEdge Wealth LLC7,460$259K0.0%N/A0.093%
5/8/2023Sigma Planning Corp19,645$683K0.0%-3.3%0.244%
5/3/2023Integrated Wealth Concepts LLC35,639$1.24M0.0%+32.5%0.443%
4/28/2023Avantax Advisory Services Inc.60,647$2.11M0.0%-24.3%0.753%
(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, 98 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 80 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), Vontobel Holding Ltd. ($147.36K), Janney Montgomery Scott LLC ($72.98K), Arvest Trust Co. N A ($53.23K), Brinker Capital Investments LLC ($52.98K), and International Assets Investment Management LLC ($52.69K).

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

Institutional investors have bought a total of 2,096,471 shares in the last 24 months. This purchase volume represents approximately $122.84M in transactions.

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

Of the 63 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: Envestnet Asset Management Inc. ($494.97K), Legacy Capital Wealth Partners LLC ($306.89K), UBS Group AG ($229.76K), Wells Fargo & Company MN ($189.47K), Arvest Trust Co. N A ($187.99K), Raymond James Financial Services Advisors Inc. ($166.20K), and OLD Mission Capital LLC ($139.43K).

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

Institutional investors have sold a total of 2,795,752 shares in the last 24 months. This volume of shares sold represents approximately $173.97M in transactions.


This page (NASDAQ:FEP) was last updated on 4/26/2024 by MarketBeat.com Staff

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