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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
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AmeriFlex Group's FXO Position: Q1 2026 in Review

AmeriFlex Group held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q1 2026 at 105 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

AmeriFlex Group first reported a position in FXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q3 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • AmeriFlex Group held 105 shares of First Trust Financials AlphaDEX Fund worth $5.9K as of Q1 2026.
  • AmeriFlex Group left its First Trust Financials AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #810 holding.
  • AmeriFlex Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2025 and has held it in 3 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 Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.