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

Bellwether 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	–	Sell	-4,065	Closed	-$228K	–	181
2026 Q1	$228K	Hold	4,065	–	–	0.04%	148
2025 Q4	$245K	Hold	4,065	–	–	0.04%	119
2025 Q3	$241K	Hold	4,065	–	–	0.04%	125
2025 Q2	$228K	Hold	4,065	–	–	0.04%	113
2025 Q1	$215K	Hold	4,065	–	–	0.05%	120
2024 Q4	$220K	Hold	4,065	–	–	0.04%	126
2024 Q3	$208K	Buy	+4,065	New	+$200K	0.04%	119
2023 Q2	–	Sell	-4,065	Closed	-$152K	–	223
2023 Q1	$152K	Hold	4,065	–	–	0.04%	136
2022 Q4	$167K	Buy	+4,065	New	+$167K	0.05%	127

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

Bellwether Advisors's FXO Position: Q2 2026 in Review

Bellwether Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 4,065 shares — an estimated $228K sold.

Bellwether Advisors first reported a position in FXO in Q4 2022 and held it in 9 quarters. The position peaked at $245K in Q4 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Bellwether Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 4,065 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $228K.
Bellwether Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 9 quarters.
Bellwether Advisors's First Trust Financials AlphaDEX Fund position peaked at $245K in Q4 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.