Ameritas Advisory Services
FXO icon

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

Ameritas Advisory Services’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
Q3 		$1.04M Buy
17,097
+14
+0.1% +$910 0.02% 559
2026
Q2 		$1.07M Buy
17,083
+6,547
+62% +$390K 0.02% 539
2026
Q1 		$592K Hold
10,536
– – 0.02% 526
2025
Q4 		$636K Sell
10,536
-3,820
-27% -$225K 0.02% 485
2025
Q3 		$853K Sell
14,356
-1,449
-9% -$84.2K 0.06% 277
2025
Q2 		$886K Sell
15,805
-657
-4% -$34.4K 0.05% 380
2025
Q1 		$887K Buy
16,462
+511
+3% +$28K 0.04% 435
2024
Q4 		$863K Sell
15,951
-245
-2% -$13.4K 0.03% 457
2024
Q3 		$828K Buy
16,196
+10
+0.1% +$492 0.04% 431
2024
Q2 		$749K Sell
16,186
-406
-2% -$18.7K 0.03% 484
2024
Q1 		$765K Buy
16,592
+5,484
+49% +$243K 0.03% 448
2023
Q4 		$487K Sell
11,108
-5,321
-32% -$208K 0.03% 431
2023
Q3 		$617K Buy
16,429
+2,770
+20% +$109K 0.03% 454
2023
Q2 		$517K Sell
13,659
-8,138
-37% -$300K 0.07% 281
2023
Q1 		$817K Sell
21,797
-9,462
-30% -$399K 0.04% 360
2022
Q4 		$1.28M Buy
31,259
+11,130
+55% +$458K 0.06% 292
2022
Q3 		$741K Buy
20,129
+1,396
+7% +$56.9K 0.04% 346
2022
Q2 		$728K Sell
18,733
-682
-4% -$28.8K 0.04% 355
2022
Q1 		$891K Buy
19,415
+3,235
+20% +$149K 0.03% 358
2021
Q4 		$749K Buy
+16,180
New +$755K 0.03% 394

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Ameritas Advisory Services's FXO Position: Q3 2026 in Review

Ameritas Advisory Services increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.08% in Q3 2026, buying an estimated $910 and bringing the position to 17,097 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #559.

Ameritas Advisory Services first reported a position in FXO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q4 2022. 195 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • Ameritas Advisory Services held 17,097 shares of First Trust Financials AlphaDEX Fund worth $1.04M as of Q3 2026.
  • Ameritas Advisory Services bought 14 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $910.
  • First Trust Financials AlphaDEX Fund made up 0.02% of Ameritas Advisory Services's portfolio in Q3 2026, its #559 holding.
  • Ameritas Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and has held it in 20 quarters since.
  • Ameritas Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $1.28M in Q4 2022.
  • 195 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.