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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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 136 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.
  • 136 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.