Who Owns First Trust Europe AlphaDEX Fund (FEP)?Hedge Fund & Institutional Holders

$53.24-1.24 (-2.28%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$35.43$41.40$47.37$53.34$59.31Jul 24May 25Mar 26

FEP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FIRST TRUST ADVISORS LPNew Position+708K+$38.0B
BANK OF AMERICA CORP /DE/Increased+27K+$5.0B
Mainsail Financial Group, LLCNew Position+44K+$2.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+50K+$2.0B
NWF Advisory Services Inc.New Position+28K+$1.5B
UBS Group AGIncreased+16K+$1.3B
BELLEVUE ASSET MANAGEMENT, LLCNew Position+23K+$1.2B
Gateway Wealth Partners, LLCNew Position+23K+$1.2B
Dunhill Financial, LLCIncreased+14K+$752.0M
Triad Wealth Partners, LLCNew Position+13K+$691.0M
D.A. DAVIDSON & CO.New Position+11K+$587.0M
OPPENHEIMER & CO INCNew Position+11K+$575.0M
SMITH, MOORE & CO.Increased+10K+$543.5M
1776 Wealth LLCNew Position+10K+$528.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+7K+$400.0M

FEP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-1K-$10.3B
WELLS FARGO & COMPANY/MNDecreased-72K-$4.1B
CITADEL ADVISORS LLCDecreased-62K-$3.4B
MML INVESTORS SERVICES, LLCDecreased-973-$2.0B
HARBOUR INVESTMENTS, INC.Decreased-301-$1.6B
JANE STREET GROUP, LLCDecreased-12K-$1.4B
OSAIC HOLDINGS, INC.Decreased-3K-$1.3B
ROYAL BANK OF CANADADecreased-7K-$1.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-12K-$1.1B
Private Advisory Group LLCClosed Position-14K-$713.0M
NewEdge Wealth, LLCDecreased-223-$680.9M
Atria Investments, IncDecreased-785-$281.3M
RFG Advisory, LLCDecreased-114-$274.0M
StoneX Group Inc.Decreased-333-$245.4M
PFG AdvisorsDecreased-3K-$158.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIRST TRUST ADVISORS LP707,815$38.0B27.62%Share
2UBS Group AG196,426$10.6B1.71%Share
3Vontobel Holding Ltd.152,489$8.0B25.20%Share
4ASSETMARK, INC115,361$6.2B12.65%Share
5BANK OF AMERICA CORP /DE/96,197$5.0B0.36%Share
6WELLS FARGO & COMPANY/MN102,169$5.0B0.91%Share
7WELLS FARGO & COMPANY/MN61,098$3.0B0.55%Share
8STIFEL FINANCIAL CORP59,605$3.0B2.70%Share
9RAYMOND JAMES FINANCIAL INC61,451$3.0B0.93%Share
10OSAIC HOLDINGS, INC.63,654$3.0B4.38%Share
11Mainsail Financial Group, LLC43,659$2.3B0.98%Share
12COMMONWEALTH EQUITY SERVICES, LLC50,123$2.0B2.67%Share
13Steward Partners Investment Advisory, LLC45,232$2.0B10.97%Share
14NWF Advisory Services Inc.27,630$1.5B0.16%Share
15BELLEVUE ASSET MANAGEMENT, LLC23,209$1.2B0.40%Share
16Gateway Wealth Partners, LLC23,154$1.2B0.14%Share
17Farther Finance Advisors, LLC20,470$1.1B11.79%Share
18Dunhill Financial, LLC18,629$1.0B0.25%Share
19RAYMOND JAMES FINANCIAL INC36,142$1.0B0.31%Share
20Atria Investments, Inc24,247$1.0B11.37%Share
21IFP Advisors, Inc36,325$1.0B0.02%Share
22Snowden Capital Advisors LLC19,038$1.0B0.03%Share
23Orion Porfolio Solutions, LLC26,678$1.0B7.33%Share
24Richmond Investment Services, LLC16,508$887.0M0.15%Share
25RPg Family Wealth Advisory, LLC15,666$842.0M0.19%Share
26ABLE Financial Group, LLC14,148$760.0M0.15%Share
27SMITH, MOORE & CO.14,107$758.0M0.06%Share
28Triad Wealth Partners, LLC12,861$691.0M0.07%Share
29IAMS WEALTH MANAGEMENT, LLC12,141$652.0M0.24%Share
30HFG Advisors, Inc.11,478$616.0M0.45%Share
31D.A. DAVIDSON & CO.10,930$587.0M3.60%Share
32OPPENHEIMER & CO INC10,710$575.0M8.16%Share
331776 Wealth LLC9,839$528.0M0.20%Share
34TCFG WEALTH MANAGEMENT, LLC8,420$452.0M0.18%Share
35SIGNATURE ESTATE & INVESTMENT ADVISORS LLC7,449$400.0M0.01%Share
36FSB PREMIER WEALTH MANAGEMENT, INC.6,379$342.0M0.11%Share
37MPWM ADVISORY SOLUTIONS, LLC6,240$335.0M0.19%Share
38PFG Advisors5,731$308.0M0.01%Share
39Mutual Advisors, LLC5,561$298.0M0.01%Share
40Pinnacle Family Advisors, LLC5,233$281.0M0.12%Share
41BlueChip Wealth Advisors LLC4,405$236.0M0.10%Share
42KINGSWOOD WEALTH ADVISORS, LLC4,332$232.0M0.01%Share
43PRIVATE CLIENT SERVICES, LLC3,859$207.0M0.06%Share
44Morey & Quinn Wealth Partners, LLC3,821$205.0M0.15%Share
45Topsail Wealth Management, LLC3,000$161.0M0.02%Share
46COMERICA BANK2,669$143.0M0.57%Share
47PRIVATE TRUST CO NA2,075$111.0M0.01%Share
48REAP Financial Group, LLC1,837$98.0M0.02%Share
49Rossby Financial, LCC1,181$63.0M0.02%Share
50FLAGSHIP HARBOR ADVISORS, LLC1,130$60.0M0.00%Share

FEP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025115$113.3B+48
Q3 202567$113.2B-25
Q2 202592$138.0B+1
Q1 202591$131.7B+1
Q4 202490$2.0T+22
Q3 202468$29.5T-3
Q2 202471$19.1T+6
Q1 202465$21.6T—

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As of Q4 2025, 50 institutional investors hold FEP (First Trust Europe AlphaDEX Fund). The largest holder is FIRST TRUST ADVISORS LP with $38.0B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FEP?

As of Q4 2025, 50 institutional investors report holding FEP (First Trust Europe AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FEP?

The largest institutional holder of FEP is FIRST TRUST ADVISORS LP with $38.0B in shares.

Is institutional ownership of FEP increasing or decreasing?

This quarter, 11 institutions opened new positions in FEP and 1 closed their positions.