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AmeriFlex Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

AmeriFlex Group’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 		$6.87K Buy
110
+5
+5% +$298 ﹤0.01% 959
2026
Q1 		$5.9K Hold
105
– – ﹤0.01% 810
2025
Q4 		$6.34K Sell
105
-105
-50% -$6.17K ﹤0.01% 802
2025
Q3 		$12.5K Buy
+210
New +$12.2K ﹤0.01% 734

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AmeriFlex Group's FXO Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust Financials AlphaDEX Fund (FXO) stake by 4.8% in Q2 2026, buying an estimated $298 and bringing the position to 110 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

AmeriFlex Group first reported a position in FXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.5K in Q3 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • AmeriFlex Group held 110 shares of First Trust Financials AlphaDEX Fund worth $6.87K as of Q2 2026.
  • AmeriFlex Group bought 5 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $298.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #959 holding.
  • AmeriFlex Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • AmeriFlex Group's First Trust Financials AlphaDEX Fund position peaked at $12.5K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.