Go Pro

First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

First Trust Europe AlphaDEX Fund logo
$57.72 +0.34 (+0.58%)
Closing price 07/24/2026 03:58 PM Eastern
Extended Trading
$57.52 -0.20 (-0.34%)
As of 07/24/2026 04:10 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)
72
Total
Institutional Inflows
(last 12 months)
$99.69M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$10.44M
Get FEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Europe AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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%
5/15/2026Gateway 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%
5/6/2026 Independent 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%
5/4/2026 HBW 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%
4/23/2026 Apollon Wealth Management LLC3,803$208K0.0%-5.3%0.043%
4/22/2026Janney Montgomery Scott LLC57,769$3.16M0.0%-1.4%0.653%
4/20/2026 RFG Advisory LLC6,372$348K0.0%+21.5%0.072%
4/17/2026 Roxbury Financial LLC1,835$100K0.1%N/A0.021%
4/16/2026Triad 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%
2/18/2026 Pacific 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%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
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%
2/9/2026 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%
2/3/2026NewEdge 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%
1/27/2026 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%
1/23/2026Smith 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%
1/22/2026Triad 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%
1/1/2026JPMorgan 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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
11/12/2025Smith Moore & CO.4,190$214K0.0%N/A0.061%
11/12/2025Orion Porfolio Solutions LLC26,245$1.34M0.0%-4.9%0.383%
11/12/2025RPg Family Wealth Advisory LLC17,104$875K0.2%-8.1%0.250%
11/12/2025US Bancorp DE1,000$51K0.0%-84.6%0.015%
11/10/2025Private Advisory Group LLC13,929$713K0.1%-54.8%0.203%
11/10/2025Rossby Financial LCC1,257$65K0.0%+32.5%0.018%


FEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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 103 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 1,885,418 shares in the last 24 months. This purchase volume represents approximately $99.69M in transactions.

Of the 41 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), AE Wealth Management LLC ($12.93K), Jane Street Group LLC ($12.33K), Envestnet Asset Management Inc. ($11.78K), PFG Advisors ($11.78K), and Orion Porfolio Solutions LLC ($7.82K).

Institutional investors have sold a total of 199,938 shares in the last 24 months. This volume of shares sold represents approximately $10.44M in transactions.



This page (NASDAQ:FEP) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners