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First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

First Trust Europe AlphaDEX Fund logo
$59.99 +0.09 (+0.15%)
Closing price 08/13/2026 03:58 PM Eastern
Extended Trading
$60.09 +0.10 (+0.17%)
As of 04:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Europe AlphaDEX Fund (NASDAQ:FEP)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$92.24M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$9.34M
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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
7/7/2026 Dynamic 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%
5/15/2026 Gateway Wealth Partners LLC49,250$2.69M0.1%+112.7%0.556%
5/13/2026 Cetera Investment Advisers204,533$11.17M0.0%+2.4%2.311%
5/13/2026 First Trust Advisors LP1,079,715$58.96M0.0%+52.5%12.200%
5/7/2026 Parallel Advisors LLC2,381$130K0.0%N/A0.027%
5/6/2026 Assetmark Inc.123,126$6.72M0.0%+6.7%1.391%
5/6/2026 Independent Financial Group LLC7,906$432K0.0%N/A0.089%
5/5/2026 Bank 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%
5/5/2026 BlueChip Wealth Advisors LLC5,082$278K0.1%+15.4%0.057%
5/4/2026 HBW Advisory Services LLC10,708$585K0.1%+4.0%0.121%
5/4/2026 NWF Advisory Services Inc.27,310$1.49M0.2%-1.2%0.309%
5/1/2026 Fifth Third Bancorp2,643$144K0.0%N/A0.030%
4/30/2026Hsbc Holdings PLC23,500$1.28M0.0%N/A0.266%
4/30/2026 Kestra Advisory Services LLC12,732$695K0.0%-8.5%0.144%
4/29/2026 Richmond Investment Services LLC14,907$814K0.1%-9.7%0.168%
4/24/2026 Bellevue Asset Management LLC24,032$1.31M0.7%+3.5%0.272%
4/23/2026Asset Allocation Strategies LLC3,692$202K0.0%N/A0.042%
4/23/2026 Apollon Wealth Management LLC3,803$208K0.0%-5.3%0.043%
4/22/2026 Janney Montgomery Scott LLC57,769$3.16M0.0%-1.4%0.653%
4/20/2026 RFG Advisory LLC6,372$348K0.0%+21.5%0.072%
4/17/2026 Roxbury Financial LLC1,835$100K0.1%N/A0.021%
4/16/2026 Triad Wealth Partners LLC10,165$555K0.0%-21.0%0.114%
3/3/2026 NWF Advisory Services Inc.27,630$1.49M0.2%+2.7%0.354%
2/18/2026 Pacific Excel Wealth Advisors Inc.6,817$366K0.7%N/A0.087%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC38,945$2.09M0.0%-2.4%0.499%
2/13/2026 Kestra Advisory Services LLC13,920$748K0.0%-1.2%0.178%
2/13/2026Transamerica Financial Advisors LLC4,119$221K0.0%N/A0.053%
2/13/2026 Stifel Financial Corp59,605$3.20M0.0%+8.9%0.764%
2/13/2026 Smartleaf Asset Management LLC474$26K0.0%+305.1%0.006%
2/13/2026 First Trust Advisors LP707,815$38.05M0.0%N/A9.075%
2/13/2026Wells Fargo & Company MN163,267$8.78M0.0%-30.7%2.093%
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2/13/2026 RPg 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%
2/12/2026 Commonwealth Equity Services LLC50,123$2.69M0.0%-3.6%0.643%
2/12/2026 StoneX 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%
2/12/2026 Wedbush Securities Inc.5,539$298K0.0%+11.4%0.071%
2/11/2026 Gateway Wealth Partners LLC23,154$1.25M0.1%+9.3%0.297%
2/11/2026 Janney Montgomery Scott LLC58,579$3.15M0.0%+14.7%0.751%
2/11/2026 1776 Wealth LLC9,839$529K0.2%-2.6%0.126%
2/11/2026 LPL Financial LLC508,290$27.32M0.0%+9.0%6.517%
2/11/2026 OneAscent Financial Services LLC18,362$987K0.1%-4.9%0.235%
2/9/2026 Harbour Investments Inc.31,088$1.67M0.0%-1.0%0.399%
2/9/2026 Prospera Financial Services Inc40,288$2.17M0.0%+3.2%0.517%
2/6/2026 IFP Advisors Inc36,325$1.95M0.0%+4.7%0.466%
2/5/2026Tucker Asset Management LLC3,123$168K0.0%-19.3%0.040%
2/3/2026 NewEdge Wealth LLC13,243$712K0.0%-1.7%0.170%
2/3/2026 FSB Premier Wealth Management Inc.6,379$343K0.1%-2.7%0.082%
2/2/2026 Benjamin Edwards Inc.88,822$4.78M0.1%+29.5%1.139%
2/2/2026 Oppenheimer & Co. Inc.10,710$576K0.0%N/A0.137%
1/29/2026 D.A. Davidson & CO.10,930$588K0.0%+3.6%0.140%
1/29/2026 Kestra 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%
1/29/2026 Dunhill Financial LLC18,629$1.01M0.2%+276.9%0.239%
1/28/2026 Kingswood Wealth Advisors LLC4,332$233K0.0%N/A0.056%
1/27/2026 Morey & Quinn Wealth Partners LLC3,821$205K0.1%-7.5%0.049%
1/27/2026 PFG Advisors5,731$308K0.0%-37.1%0.073%
1/26/2026 Iams Wealth Management LLC12,141$653K0.2%-10.9%0.156%
1/23/2026 Farther Finance Advisors LLC20,470$1.10M0.0%-2.2%0.262%
1/23/2026 HBW Advisory Services LLC10,298$554K0.1%N/A0.132%
1/23/2026 Smith Moore & CO.14,107$758K0.1%+236.7%0.181%
1/23/2026 Mainsail Financial Group LLC43,659$2.35M1.0%+1.3%0.560%
1/22/2026 Apollon Wealth Management LLC4,016$216K0.0%-8.4%0.051%
1/22/2026 Triad Wealth Partners LLC12,861$691K0.1%N/A0.165%
1/21/2026 Flagship Harbor Advisors LLC1,130$61K0.0%N/A0.014%
1/14/2026ORG Partners LLC3,000$161K0.0%+50.0%0.039%
1/8/2026 Wealth Enhancement Advisory Services LLC273,730$15.09M0.0%-0.4%3.602%
1/7/2026 Private Client Services LLC3,859$207K0.1%N/A0.051%
1/5/2026 Park Avenue Securities LLC18,016$968K0.0%-4.9%0.237%
1/1/2026 JPMorgan 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%
11/17/2025 Kestra Private Wealth Services LLC6,869$352K0.0%+6.1%0.100%
11/17/2025 NewEdge Advisors LLC1,300$67K0.0%+20.9%0.019%
11/17/2025Susquehanna International Group LLP21,753$1.11M0.0%+38.6%0.318%
11/17/2025 Northwestern Mutual Wealth Management Co.4,145$212K0.0%+7.6%0.061%
11/17/2025Citadel Advisors LLC65,767$3.37M0.0%N/A0.960%
11/17/2025Bank of America Corp DE84,300$4.32M0.0%+18.5%1.231%
11/17/2025Ameriprise Financial Inc.15,233$780K0.0%N/A0.222%
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11/14/2025Raymond James Financial Inc.86,972$4.45M0.0%+1.1%1.270%
11/14/2025Comerica Bank2,756$141K0.0%+10.0%0.040%
11/13/2025UBS Group AG180,053$9.22M0.0%+12.2%2.629%
11/13/2025 PFG Advisors9,108$466K0.0%-26.4%0.133%
11/12/2025 Smith Moore & CO.4,190$214K0.0%N/A0.061%
11/12/2025Orion Porfolio Solutions LLC26,245$1.34M0.0%-4.9%0.383%
11/12/2025 RPg Family Wealth Advisory LLC17,104$875K0.2%-8.1%0.250%
11/12/2025 US Bancorp DE1,000$51K0.0%-84.6%0.015%
11/10/2025 Private Advisory Group LLC13,929$713K0.1%-54.8%0.203%
11/10/2025 Rossby Financial LCC1,257$65K0.0%+32.5%0.018%


FEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 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. ($15.90M), 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 96 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 ($91.10K), Benjamin Edwards Inc. ($86.77K), and Cetera Investment Advisers ($69.66K).

Institutional investors have bought a total of 1,729,422 shares in the last 24 months. This purchase volume represents approximately $92.24M 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), Orion Porfolio Solutions LLC ($7.82K), Royal Bank of Canada ($7.10K), and PFG Advisors ($6.65K).

Institutional investors have sold a total of 176,903 shares in the last 24 months. This volume of shares sold represents approximately $9.34M 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 7/7/2026. New 13F filings are added each quarter as they're published.
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