Institutional Ownership First Trust Europe Alphadex Fu (FEP)
This table provides information about the institutional ownership of First Trust Europe Alphadex Fu (FEP). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,580
shares
|
$451,342
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
10,559
shares
|
$450,446
0.21% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,365
shares
|
$442,170
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,996
shares
|
$426,429
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
9,976
shares
|
$425,576
0.36% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
9,678
shares
|
$412,863
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
8,647
shares
|
$368,881
0.18% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
8,333
shares
|
$355,485
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,098
shares
|
$345,460
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,612
shares
|
$324,727
0.05% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,234
shares
|
$308,602
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,225
shares
|
$308,218
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,106
shares
|
$303,141
0.09% of portfolio
|
Q2 2022
Added 2.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,927
shares
|
$295,505
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
6,714
shares
|
$286,419
0.1% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,397
shares
|
$272,896
0.01% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,342
shares
|
$270,549
0.31% of portfolio
|
Q4 2022
Reduced 41.77%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,209
shares
|
$264,875
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
5,871
shares
|
$250,456
0.11% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,848
shares
|
$249,475
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,670
shares
|
$241,882
0.01% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,618
shares
|
$239,663
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
5,595
shares
|
$238,682
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
5,477
shares
|
$233,648
0.05% of portfolio
|
Q4 2024
Reduced 29.11%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,099
shares
|
$217,523
0.14% of portfolio
|
Q1 2025
New holding
|