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 102 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 $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,467
shares
|
$97,421
0.01% of portfolio
|
Q4 2024
Added 63.27%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,393
shares
|
$94,499
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,254
shares
|
$89,010
0.01% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,876
shares
|
$74,083
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,458
shares
|
$57,576
0.0% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,336
shares
|
$52,758
0.0% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,305
shares
|
$51,534
0.0% of portfolio
|
Q4 2024
Reduced 43.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,030
shares
|
$40,674
0.0% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
842
shares
|
$33,250
0.0% of portfolio
|
Q1 2020
Reduced 0.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
800
shares
|
$31,592
0.01% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
656
shares
|
$25,905
0.0% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
653
shares
|
$25,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
641
shares
|
$25,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
608
shares
|
$24,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$19,745
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
390
shares
|
$15,401
0.01% of portfolio
|
Q3 2024
Reduced 43.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
348
shares
|
$13,742
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
291
shares
|
$11,491
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
203
shares
|
$8,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
137
shares
|
$5,410
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
114
shares
|
$4,501
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
113
shares
|
$4,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
107
shares
|
$4,225
0.0% of portfolio
|
Q4 2024
Reduced 66.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
90
shares
|
$3,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
42
shares
|
$1,658
0.0% of portfolio
|
Q3 2023
Reduced 94.55%
|