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First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

First Trust Europe AlphaDEX Fund logo
$37.46
+0.09 (+0.24%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Europe AlphaDEX Fund (NASDAQ:FEP)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$13.07M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$13.65M
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FEP Institutional Buying and Selling by Quarter

First Trust Europe AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc22,244$866K0.0%+8.7%0.412%
11/1/2024Assetmark Inc.90,588$3.53M0.0%+13.2%1.678%
10/31/2024 Concurrent Investment Advisors LLC11,027$429K0.0%+4.4%0.204%
10/29/2024 Janney Montgomery Scott LLC43,595$1.70M0.0%+2.1%0.807%
10/25/2024 Gateway Wealth Partners LLC19,875$774K0.2%+4.6%0.365%
10/23/2024 Walker Asset Management LLC5,214$203K0.1%N/A0.096%
10/22/2024 Mainsail Financial Group LLC40,190$1.53M0.9%-4.4%0.737%
10/16/2024 HFG Advisors Inc.9,976$388K0.3%-13.1%0.183%
10/11/2024 Iams Wealth Management LLC16,367$637K0.3%+17.5%0.300%
10/7/2024 SignalPoint Asset Management LLC25,012$985K0.2%-12.8%0.459%
10/3/2024 Park Avenue Securities LLC14,767$575K0.0%-4.7%0.271%
9/5/2024Sanctuary Advisors LLC8,127$304K0.0%N/A0.148%
8/22/2024Cetera Investment Advisers111,820$4.12M0.0%-2.8%2.033%
8/16/2024 Gateway Wealth Partners LLC19,001$699K0.2%+7.0%0.345%
8/16/2024Northwestern Mutual Wealth Management Co.2,189$81K0.0%-27.2%0.040%
8/13/2024AE Wealth Management LLC39,591$1.46M0.0%+13.6%0.720%
8/13/2024Benjamin F. Edwards & Company Inc.14,968$551K0.0%+5.1%0.272%
8/12/2024RPg Family Wealth Advisory LLC19,774$728K0.2%N/A0.360%
8/8/2024Envestnet Asset Management Inc.311,386$11.46M0.0%-2.3%5.662%
8/7/2024Ashton Thomas Private Wealth LLC886$33K0.0%N/A0.016%
8/2/2024FSB Premier Wealth Management Inc.5,473$201K0.1%-24.7%0.100%
7/31/2024Commonwealth Equity Services LLC55,585$2.05M0.0%-3.0%1.011%
7/31/2024 IFG Advisory LLC6,190$228K0.0%N/A0.113%
7/26/2024ABLE Financial Group LLC14,482$533K0.2%-2.6%0.263%
7/26/2024Harbour Investments Inc.6,098$224K0.0%-4.9%0.111%
7/26/2024 Patriot Financial Group Insurance Agency LLC8,191$302K0.0%+6.6%0.149%
7/26/2024 Cambridge Investment Research Advisors Inc.50,814$1.87M0.0%+5.9%0.924%
7/26/2024Signature Estate & Investment Advisors LLC7,118$262K0.0%N/A0.129%
7/26/2024Bank of New York Mellon Corp43,053$1.59M0.0%-1.0%0.783%
7/23/2024 Concourse Financial Group Securities Inc.3,636$134K0.0%-14.4%0.066%
7/22/2024Atria Wealth Solutions Inc.23,731$874K0.0%+2.2%0.431%
7/19/2024Raymond James & Associates40,978$1.51M0.0%+3.1%0.732%
7/16/2024 Envestnet Portfolio Solutions Inc.25,892$953K0.0%+1.2%0.462%
7/16/2024 Mainsail Financial Group LLC42,042$1.55M0.9%+14.1%0.751%
7/16/2024Great Valley Advisor Group Inc.5,906$217K0.0%N/A0.105%
7/15/2024RFG Advisory LLC6,499$239K0.0%+11.2%0.116%
7/13/2024 HFG Advisors Inc.11,476$422K0.4%-14.9%0.205%
7/9/2024 Park Avenue Securities LLC15,489$570K0.0%+3.7%0.277%
5/24/2024Cetera Advisors LLC38,086$1.43M0.0%+185.2%0.674%
5/24/2024Cetera Investment Advisers115,097$4.33M0.0%+69.5%2.037%
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5/17/2024Comerica Bank2,595$98K0.0%-26.6%0.046%
5/17/2024Coppell Advisory Solutions Corp.75,532$2.84M0.5%N/A1.337%
5/16/2024Jane Street Group LLC170,855$6.42M0.0%-0.8%3.024%
5/8/2024Avantax 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%
5/1/2024StoneX 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%
4/27/2024Treasure 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%
4/23/2024Raymond 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%
4/16/2024OneAscent 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%
2/8/2024 Janney 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%
2/7/2024 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%
2/5/2024Kestra 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%
1/24/2024Private 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%
1/16/2024Raymond James Financial Services Advisors Inc.77,295$2.81M0.0%-17.2%1.257%
1/16/2024Raymond James & Associates36,866$1.34M0.0%+12.6%0.599%
1/11/2024OneAscent 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%
11/13/2023 Envestnet Portfolio Solutions Inc.21,765$718K0.0%N/A0.335%
11/9/2023UBS Group AG80,554$2.66M0.0%-8.6%1.239%
11/8/2023 Janney 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%
10/31/2023 AlphaMark Advisors LLC1,290$43K0.0%+37.2%0.019%
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Here’s the full story for you.
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%
10/24/2023Stratos Wealth Partners LTD.6,860$226K0.0%+11.8%0.103%
10/24/2023Raymond James Financial Services Advisors Inc.93,339$3.08M0.0%-10.1%1.404%
10/24/2023Raymond 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%
(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, 96 institutional investors and hedge funds held shares of First Trust Europe AlphaDEX Fund. The most heavily invested institutionals were Arvest Trust Co. N A ($17.48M), Envestnet Asset Management Inc. ($11.46M), Wells Fargo & Company MN ($10.70M), Dunhill Financial LLC ($9.28M), LPL Financial LLC ($8.79M), Osaic Holdings Inc. ($6.91M), and Jane Street Group LLC ($6.42M).Learn more on FEP's institutional investors.

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

Of the 70 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: Dunhill Financial LLC ($282.62K), Coppell Advisory Solutions Corp. ($121.05K), Janney Montgomery Scott LLC ($73.86K), Arvest Trust Co. N A ($53.23K), Cetera Investment Advisers ($53.13K), Mainsail Financial Group LLC ($43.49K), and Assetmark Inc. ($41.21K).

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

Institutional investors have bought a total of 1,218,889 shares in the last 24 months. This purchase volume represents approximately $56.13M 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), Wells Fargo & Company MN ($189.47K), Envestnet Asset Management Inc. ($134.19K), Raymond James Financial Services Advisors Inc. ($131.26K), Janney Montgomery Scott LLC ($75.26K), IFP Advisors Inc ($58.41K), and OLD Mission Capital LLC ($55.45K).

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

Institutional investors have sold a total of 1,431,704 shares in the last 24 months. This volume of shares sold represents approximately $77.83M in transactions.


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This page (NASDAQ:FEP) was last updated on 11/2/2024 by MarketBeat.com Staff
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