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Advisory Advocates’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Advisory Advocates’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 		$406K Hold
6,501
– – 0.35% 106
2026
Q1 		$365K Hold
6,501
– – 0.37% 96
2025
Q4 		$392K Buy
+6,501
New +$382K 0.39% 92

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisory Advocates's FXO Position: Q2 2026 in Review

Advisory Advocates held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 6,501 shares worth $406K. The position accounts for 0.35% of the portfolio, ranked #106.

Advisory Advocates first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Advisory Advocates held 6,501 shares of First Trust Financials AlphaDEX Fund worth $406K as of Q2 2026.
  • Advisory Advocates left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up 0.35% of Advisory Advocates's portfolio in Q2 2026, its #106 holding.
  • Advisory Advocates first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.