A detailed history of Iams Wealth Management, LLC transactions in First Trust Europe Alphadex Fu stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,367 shares of FEP stock, worth $594,776. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,367
Previous 13,927 17.52%
Holding current value
$594,776
Previous $513 Million 24.32%
% of portfolio
0.31%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$35.46 - $39.44 $86,522 - $96,233
2,440 Added 17.52%
16,367 $637 Million
Q2 2024

Aug 05, 2024

SELL
$36.17 - $39.86 $190,615 - $210,062
-5,270 Reduced 27.45%
13,927 $513 Million
Q1 2024

Apr 18, 2024

BUY
$34.69 - $37.81 $3,087 - $3,365
89 Added 0.47%
19,197 $696 Million
Q4 2023

Feb 07, 2024

SELL
$30.88 - $36.59 $17,416 - $20,636
-564 Reduced 2.87%
19,108 $694 Million
Q3 2023

Nov 14, 2023

BUY
$32.67 - $36.08 $642,684 - $709,765
19,672 New
19,672 $649 Million
Q1 2023

Oct 30, 2023

BUY
$32.58 - $36.37 $5,147 - $5,746
158 Added 0.81%
19,676 $684 Million
Q4 2022

Oct 27, 2023

BUY
$26.26 - $32.87 $512,542 - $641,556
19,518 New
19,518 $628 Million

Others Institutions Holding FEP

About FIRST TRUST EUROPE ALPHADEX FU


  • Ticker FEP
  • Sector ETFs
  • Industry ETFs
More about FEP
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