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 99 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,307
shares
|
$85,335
0.0% of portfolio
|
Q3 2024
Added 76.65%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,075
shares
|
$76,754
0.01% of portfolio
|
Q4 2023
Reduced 53.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,894
shares
|
$70,059
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,458
shares
|
$53,931
0.0% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,336
shares
|
$49,418
0.0% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,030
shares
|
$38,099
0.0% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,021
shares
|
$37,766
0.01% of portfolio
|
Q2 2024
Added 189.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
842
shares
|
$31,145
0.0% of portfolio
|
Q1 2020
Reduced 0.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
800
shares
|
$29,592
0.01% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
653
shares
|
$24,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
501
shares
|
$18,531
0.0% of portfolio
|
Q3 2024
Reduced 77.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
500
shares
|
$18,495
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
390
shares
|
$14,426
0.01% of portfolio
|
Q3 2024
Reduced 43.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
346
shares
|
$12,798
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
317
shares
|
$11,725
0.0% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
291
shares
|
$10,764
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
254
shares
|
$9,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$5,030
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
114
shares
|
$4,216
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
113
shares
|
$4,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
67
shares
|
$2,478
0.0% of portfolio
|
Q2 2024
Reduced 43.7%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
42
shares
|
$1,553
0.0% of portfolio
|
Q3 2023
Reduced 94.55%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
41
shares
|
$1,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
40
shares
|
$1,479
0.0% of portfolio
|
Q3 2024
Added 17.65%
|