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 101 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
568,760
shares
|
$22.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
308,361
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
244,145
shares
|
$9.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
160,165
shares
|
$6.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.91%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
152,978
shares
|
$5.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
108,651
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
107,122
shares
|
$4.18 Million
0.01% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
106,545
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
79,901
shares
|
$3.11 Million
0.46% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
75,532
shares
|
$2.94 Million
0.54% of portfolio
|
Q1 2024
Added 27.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
75,312
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,967
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
71,462
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
65,549
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,933
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,537
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
46,405
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
45,799
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
41,689
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,281
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
39,702
shares
|
$1.55 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
38,943
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
36,853
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,921
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
31,398
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 4.36%
|