Mainsail Financial Group’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Mainsail Financial Group’s Portfolio FEP Stock Details FEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.6M	Buy	45,609 +3,322	+8%	+$193K	0.88%	26
2026 Q1	$2.31M	Sell	42,287 -1,372	-3%	-$77K	0.96%	30
2025 Q4	$2.35M	Buy	43,659 +559	+1%	+$28.8K	0.98%	32
2025 Q3	$2.21M	Buy	43,100 +762	+2%	+$37.6K	0.95%	33
2025 Q2	$2M	Sell	42,338 -591	-1%	-$26.1K	0.93%	31
2025 Q1	$1.75M	Buy	42,929 +3,227	+8%	+$126K	0.99%	25
2024 Q4	$1.42M	Sell	39,702 -488	-1%	-$18.1K	0.82%	29
2024 Q3	$1.53M	Sell	40,190 -1,852	-4%	-$70.4K	0.91%	26
2024 Q2	$1.55M	Buy	42,042 +5,192	+14%	+$198K	0.91%	28
2024 Q1	$1.38M	Buy	36,850 +1,560	+4%	+$56.3K	0.95%	28
2023 Q4	$1.23M	Buy	35,290 +2,817	+9%	+$94.8K	0.95%	27
2023 Q3	$1.05M	Buy	32,473 +1,898	+6%	+$65.6K	0.95%	27
2023 Q2	$1.05M	Sell	30,575 -377	-1%	-$13.1K	0.99%	28
2023 Q1	$1.09M	Sell	30,952 -1,068	-3%	-$37.2K	1.06%	26
2022 Q4	$1.09M	Buy	+32,020	New	+$972K	1.11%	25

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Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return