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 97 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,100
shares
|
$304,884
0.0% of portfolio
|
Q3 2023
Reduced 0.98%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,703
shares
|
$289,940
0.06% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
7,494
shares
|
$282,074
0.18% of portfolio
|
Q2 2024
Added 12.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,171
shares
|
$269,916
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
7,106
shares
|
$267,469
0.09% of portfolio
|
Q2 2022
Added 2.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,927
shares
|
$260,732
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
6,771
shares
|
$254,860
0.11% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,620
shares
|
$249,176
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,442
shares
|
$242,476
0.01% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,342
shares
|
$238,712
0.31% of portfolio
|
Q4 2022
Reduced 41.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,233
shares
|
$234,610
0.01% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,206
shares
|
$233,593
0.0% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,055
shares
|
$227,910
0.12% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,962
shares
|
$224,409
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,707
shares
|
$214,811
0.01% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$203,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,373
shares
|
$202,239
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,363
shares
|
$201,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,483
shares
|
$168,740
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,607
shares
|
$135,767
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,505
shares
|
$94,288
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,348
shares
|
$88,378
0.0% of portfolio
|
Q3 2024
Reduced 44.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,307
shares
|
$86,835
0.0% of portfolio
|
Q3 2024
Added 76.65%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,075
shares
|
$78,103
0.01% of portfolio
|
Q4 2023
Reduced 53.23%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,894
shares
|
$71,290
0.0% of portfolio
|
Q3 2024
Added 0.96%
|