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First Trust Europe AlphaDEX Fund (FEP) Institutional Ownership

First Trust Europe AlphaDEX Fund logo
$35.96 +0.22 (+0.62%)
(As of 01:48 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$13.57M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.81M
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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
11/25/2024 Sanctuary Advisors LLC9,457$344K0.0%+16.4%0.175%
11/25/2024 Pine Valley Investments Ltd Liability Co5,363$209K0.0%N/A0.099%
11/15/2024 MML Investors Services LLC36,814$1.43M0.0%+9.3%0.682%
11/15/2024 Dunhill Financial LLC6,055$236K0.1%-44.4%0.112%
11/15/2024 Orion Portfolio Solutions LLC30,087$1.17M0.0%+14.0%0.557%
11/15/2024 Jane Street Group LLC31,921$1.24M0.0%-58.8%0.591%
11/15/2024 Stifel Financial Corp10,636$414K0.0%-3.0%0.197%
11/15/2024 Pinnacle Family Advisors LLC5,373$209K0.1%N/A0.100%
11/15/2024 HighTower Advisors LLC5,413$210K0.0%N/A0.100%
11/15/2024 Benjamin Edwards Inc.16,451$641K0.0%+702.5%0.305%
11/12/2024 Great Valley Advisor Group Inc.6,442$251K0.0%+9.1%0.119%
11/8/2024 Prospera Financial Services Inc36,542$1.42M0.0%+10.7%0.677%
11/6/2024 1776 Wealth LLC11,269$439K0.2%-10.9%0.209%
11/5/2024 Harbour Investments Inc.5,707$222K0.0%-6.4%0.106%
11/1/2024 Atria Investments Inc22,244$866K0.0%+8.7%0.412%
11/1/2024 Assetmark 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%
9/5/2024 Sanctuary Advisors LLC8,127$304K0.0%N/A0.148%
8/22/2024 Cetera Investment Advisers111,820$4.12M0.0%-2.8%2.033%
8/16/2024 Gateway Wealth Partners LLC19,001$699K0.2%+7.0%0.345%
8/16/2024 Northwestern Mutual Wealth Management Co.2,189$81K0.0%-27.2%0.040%
8/13/2024 AE 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%
8/12/2024 RPg Family Wealth Advisory LLC19,774$728K0.2%N/A0.360%
8/8/2024 Envestnet Asset Management Inc.311,386$11.46M0.0%-2.3%5.662%
8/7/2024 Ashton Thomas Private Wealth LLC886$33K0.0%N/A0.016%
8/2/2024 FSB 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%
7/26/2024 ABLE Financial Group LLC14,482$533K0.2%-2.6%0.263%
7/26/2024 Harbour 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%
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7/26/2024 Cambridge Investment Research Advisors Inc.50,814$1.87M0.0%+5.9%0.924%
7/26/2024 Signature Estate & Investment Advisors LLC7,118$262K0.0%N/A0.129%
7/26/2024 Bank 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%
7/22/2024 Atria 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%
7/16/2024 Great 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%
5/24/2024 Cetera Investment Advisers115,097$4.33M0.0%+69.5%2.037%
5/17/2024 Comerica Bank2,595$98K0.0%-26.6%0.046%
5/17/2024Coppell Advisory Solutions Corp.75,532$2.84M0.5%N/A1.337%
5/16/2024 Jane Street Group LLC170,855$6.42M0.0%-0.8%3.024%
5/8/2024 Avantax 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%
5/1/2024 StoneX 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%
4/27/2024 Treasure 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%
4/16/2024 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%
2/12/2024 StoneX Group Inc.16,437$597K0.1%-7.0%0.267%
2/9/2024 Orion 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%
2/9/2024 Assetmark Inc.43,900$1.59M0.0%+43.4%0.714%
2/9/2024 D.A. Davidson & CO.14,209$516K0.0%-7.7%0.231%
2/9/2024 Wells 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%
2/7/2024 Avantax 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%
2/5/2024 Kestra Private Wealth Services LLC8,054$293K0.0%-74.4%0.131%
2/2/2024 Atria Wealth Solutions Inc.22,105$803K0.0%-2.9%0.359%
1/29/2024 NewEdge 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%
1/19/2024 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%
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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%
11/15/2023 Integrated Wealth Concepts LLC42,185$1.39M0.0%+17.0%0.649%
11/13/2023 LPL Financial LLC266,164$8.79M0.0%-2.7%4.095%
11/13/2023 Envestnet 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%
11/9/2023 UBS 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%
11/8/2023 Atria Wealth Solutions Inc.22,770$752K0.0%+3.3%0.350%
11/8/2023 NewEdge Wealth LLC17,698$584K0.0%+8.0%0.272%
(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 Arvest Trust Co. N A ($17.48M), Envestnet Asset Management Inc. ($11.46M), Wells Fargo & Company MN ($10.70M), LPL Financial LLC ($8.79M), Osaic Holdings Inc. ($6.91M), Advisor Group Holdings Inc. ($6.15M), and Vontobel Holding Ltd. ($5.06M).Learn more on FEP's institutional investors.

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

Of the 71 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), Cetera Investment Advisers ($53.13K), Mainsail Financial Group LLC ($43.49K), Assetmark Inc. ($41.21K), and RPg Family Wealth Advisory LLC ($36.38K).

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

Institutional investors have bought a total of 1,192,218 shares in the last 24 months. This purchase volume represents approximately $54.13M in transactions.

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

Of the 57 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), Raymond James Financial Services Advisors Inc. ($131.26K), Janney Montgomery Scott LLC ($75.26K), Envestnet Asset Management Inc. ($62.79K), IFP Advisors Inc ($58.41K), and OLD Mission Capital LLC ($52.99K).

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

Institutional investors have sold a total of 1,360,795 shares in the last 24 months. This volume of shares sold represents approximately $73.36M in transactions.



This page (NASDAQ:FEP) was last updated on 12/24/2024 by MarketBeat.com Staff
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