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 107 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
524,559
shares
|
$22.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
350,310
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2025
Added 43.48%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
315,400
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 96.92%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
303,392
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
216,966
shares
|
$9.26 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
152,838
shares
|
$6.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
143,411
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Added 28.0%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
95,364
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
93,438
shares
|
$3.99 Million
0.47% of portfolio
|
Q4 2024
Added 16.94%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
85,979
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
75,532
shares
|
$3.22 Million
0.54% of portfolio
|
Q1 2024
Added 27.57%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
73,434
shares
|
$3.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,967
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
69,965
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 137.27%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,699
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
58,100
shares
|
$2.48 Million
2.75% of portfolio
|
Q1 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
53,009
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
51,122
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
46,462
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Added 1.45%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
43,067
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
42,929
shares
|
$1.83 Million
0.99% of portfolio
|
Q1 2025
Added 8.13%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,281
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
39,786
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 165.38%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
39,629
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Added 34969.91%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
38,943
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 6.57%
|