Roxbury Financial
FEP icon

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
Q3 		$201K Buy
3,571
+264
+8% +$15.5K 0.15% 99
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Roxbury Financial's FEP Position: Q3 2026 in Review

Roxbury Financial increased its First Trust Europe AlphaDEX Fund (FEP) stake by 8% in Q3 2026, buying an estimated $15.5K and bringing the position to 3,571 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #99.

Roxbury Financial first reported a position in FEP in Q1 2026 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold FEP as of Q3 2026.

  • Roxbury Financial held 3,571 shares of First Trust Europe AlphaDEX Fund worth $201K as of Q3 2026.
  • Roxbury Financial bought 264 First Trust Europe AlphaDEX Fund shares in Q3 2026, an estimated $15.5K.
  • First Trust Europe AlphaDEX Fund made up 0.15% of Roxbury Financial's portfolio in Q3 2026, its #99 holding.
  • Roxbury Financial first reported a position in First Trust Europe AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.