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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,712
shares
|
$158,353
0.07% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,875
shares
|
$122,647
0.0% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,505
shares
|
$106,863
0.0% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,467
shares
|
$105,242
0.01% of portfolio
|
Q4 2024
Added 63.27%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,393
shares
|
$102,085
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,075
shares
|
$88,519
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,876
shares
|
$80,030
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,463
shares
|
$62,411
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,336
shares
|
$56,993
0.0% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,300
shares
|
$55,457
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,030
shares
|
$43,939
0.0% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
949
shares
|
$40,484
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
842
shares
|
$35,919
0.0% of portfolio
|
Q1 2020
Reduced 0.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
800
shares
|
$34,128
0.01% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
800
shares
|
$34,128
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
656
shares
|
$27,984
0.0% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
608
shares
|
$25,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$21,330
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
403
shares
|
$17,191
0.0% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
390
shares
|
$16,637
0.01% of portfolio
|
Q3 2024
Reduced 43.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
349
shares
|
$14,888
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
216
shares
|
$9,214
0.0% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
203
shares
|
$8,659
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
137
shares
|
$5,844
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
114
shares
|
$4,863
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|