Advisornet Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Advisornet Financial’s Portfolio FXO Stock Details FXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49K	Hold	42	–	–	﹤0.01%	1895
2026 Q1	$2.49K	Hold	42	–	–	﹤0.01%	1878
2025 Q4	$2.55K	Buy	+42	New	+$2.47K	﹤0.01%	1865
2025 Q2	–	Sell	-42	Closed	-$2.21K	–	2299
2025 Q1	$2.21K	Buy	+42	New	+$2.3K	﹤0.01%	1773

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisornet Financial's FXO Position: Q2 2026 in Review

Advisornet Financial held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 42 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Advisornet Financial first reported a position in FXO in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.55K in Q4 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Advisornet Financial held 42 shares of First Trust Financials AlphaDEX Fund worth $2.49K as of Q2 2026.
Advisornet Financial left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1895 holding.
Advisornet Financial first reported a position in First Trust Financials AlphaDEX Fund in Q1 2025 and has held it in 4 quarters since.
Advisornet Financial's First Trust Financials AlphaDEX Fund position peaked at $2.55K in Q4 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.