Ballew Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Ballew Advisors’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	$1.33M	Buy	20,829 +1	+0%	+$60	0.69%	32
2026 Q1	$1.22M	Sell	20,828 -368	-2%	-$21.8K	0.69%	37
2025 Q4	$1.28M	Sell	21,196 -531	-2%	-$31.2K	0.72%	33
2025 Q3	$1.27M	Buy	21,727 +901	+4%	+$52.4K	0.71%	33
2025 Q2	$1.19M	Sell	20,826 -99	-0.5%	-$5.18K	0.71%	33
2025 Q1	$1.01M	Sell	20,925 -549	-3%	-$30K	0.68%	33
2024 Q4	$1.13M	Buy	21,474 +2	+0%	+$110	0.72%	30
2024 Q3	$1.11M	Sell	21,472 -344	-2%	-$16.9K	0.74%	32
2024 Q2	$1.06M	Sell	21,816 -4,574	-17%	-$211K	0.7%	36
2024 Q1	$1.2M	Sell	26,390 -2,455	-9%	-$109K	0.83%	34
2023 Q4	$1.23M	Sell	28,845 -5,361	-16%	-$210K	0.92%	28
2023 Q3	$1.25M	Sell	34,206 -401	-1%	-$15.8K	1.03%	21
2023 Q2	$1.34M	Sell	34,607 -368	-1%	-$13.5K	0.97%	20
2023 Q1	$1.3M	Sell	34,975 -959	-3%	-$40.5K	0.95%	22
2022 Q4	$1.56M	Sell	35,934 -1,117	-3%	-$45.9K	1.2%	19
2022 Q3	$1.41M	Sell	37,051 -678	-2%	-$27.6K	1.26%	17
2022 Q2	$1.43M	Sell	37,729 -615	-2%	-$25.9K	1.3%	18
2022 Q1	$1.71M	Buy	38,344 +60	+0.2%	+$2.77K	1.31%	17
2021 Q4	$1.85M	Sell	38,284 -124	-0.3%	-$5.79K	1.29%	18
2021 Q3	$1.77M	Sell	38,408 -1,680	-4%	-$74.3K	1.3%	21
2021 Q2	$1.73M	Sell	40,088 -44,836	-53%	-$1.98M	1.2%	20
2021 Q1	$3.57M	Buy	84,924 +39,733	+88%	+$1.54M	1.32%	19
2020 Q4	$1.66M	Sell	45,191 -95	-0.2%	-$2.91K	1.28%	20
2020 Q3	$1.22M	Sell	45,286 -6,472	-13%	-$169K	1.03%	23
2020 Q2	$1.27M	Buy	51,758 +635	+1%	+$15.2K	1.25%	20
2020 Q1	$1.08M	Sell	51,123 -169	-0.3%	-$5.06K	1.22%	21
2019 Q4	$1.72M	Sell	51,292 -2,134	-4%	-$69.4K	1.47%	19
2019 Q3	$1.63M	Sell	53,426 -9,954	-16%	-$315K	1.48%	18
2019 Q2	$2.04M	Sell	63,380 -849	-1%	-$26.5K	1.85%	15
2019 Q1	$2.06M	Sell	64,229 -169	-0.3%	-$5.06K	1.9%	17
2018 Q4	$1.94M	Buy	64,398 +257	+0.4%	+$7.59K	1.83%	18
2018 Q3	$1.86M	Sell	64,141 -838	-1%	-$27.1K	1.71%	15
2018 Q2	$2.04M	Buy	64,979 +616	+1%	+$19.4K	2.29%	8
2018 Q1	$2M	Buy	64,363 +4,543	+8%	+$144K	1.75%	15
2017 Q4	$1.87M	Buy	+59,820	New	+$1.83M	1.86%	12

Other funds holding FXO

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return