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

Roxbury Financial’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 		$189K Buy
3,307
+1,472
+80% +$85.6K 0.15% 106
2026
Q1 		$100K Buy
+1,835
New +$103K 0.09% 138

Other funds holding FEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Roxbury Financial's FEP Position: Q2 2026 in Review

Roxbury Financial increased its First Trust Europe AlphaDEX Fund (FEP) stake by 80% in Q2 2026, buying an estimated $85.6K and bringing the position to 3,307 shares worth $189K. The position accounts for 0.15% of the portfolio, ranked #106.

Roxbury Financial first reported a position in FEP in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold FEP as of Q2 2026.

  • Roxbury Financial held 3,307 shares of First Trust Europe AlphaDEX Fund worth $189K as of Q2 2026.
  • Roxbury Financial bought 1,472 First Trust Europe AlphaDEX Fund shares in Q2 2026, an estimated $85.6K.
  • First Trust Europe AlphaDEX Fund made up 0.15% of Roxbury Financial's portfolio in Q2 2026, its #106 holding.
  • Roxbury Financial first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.