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

Arax Advisory Partners’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	$37.2K	Sell	596 -100	-14%	-$5.96K	﹤0.01%	3512
2026 Q1	$39.1K	Hold	696	–	–	﹤0.01%	1784
2025 Q4	$42K	Buy	+696	New	+$40.9K	﹤0.01%	1704
2025 Q3	–	Sell	-641	Closed	-$35.9K	–	3878
2025 Q2	$35.9K	Sell	641 -217	-25%	-$11.4K	﹤0.01%	1392
2025 Q1	$45.5K	Buy	+858	New	+$46.9K	﹤0.01%	983

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

Arax Advisory Partners's FXO Position: Q2 2026 in Review

Arax Advisory Partners reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 14% in Q2 2026, selling an estimated $5.96K and leaving 596 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Arax Advisory Partners first reported a position in FXO in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.5K in Q1 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Arax Advisory Partners held 596 shares of First Trust Financials AlphaDEX Fund worth $37.2K as of Q2 2026.
Arax Advisory Partners sold 100 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $5.96K.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3512 holding.
Arax Advisory Partners first reported a position in First Trust Financials AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's First Trust Financials AlphaDEX Fund position peaked at $45.5K in Q1 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

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