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Benjamin Edwards Inc’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Benjamin Edwards Inc’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 		$2.41M Sell
38,528
-59,821
-61% -$3.56M 0.02% 524
2026
Q1 		$5.53M Sell
98,349
-72,884
-43% -$4.32M 0.05% 314
2025
Q4 		$10.3M Sell
171,233
-19,125
-10% -$1.12M 0.11% 185
2025
Q3 		$11.3M Sell
190,358
-20,693
-10% -$1.2M 0.13% 170
2025
Q2 		$11.8M Buy
211,051
+49,599
+31% +$2.6M 0.15% 150
2025
Q1 		$8.56M Buy
161,452
+13,499
+9% +$738K 0.12% 180
2024
Q4 		$8.01M Buy
147,953
+126,284
+583% +$6.92M 0.11% 192
2024
Q3 		$1.11M Buy
21,669
+18,875
+676% +$929K 0.02% 568
2024
Q2 		$129K Buy
2,794
+351
+14% +$16.2K 0.02% 392
2024
Q1 		$116K Buy
2,443
+1,320
+118% +$58.6K 0.02% 404
2023
Q4 		$49K Buy
1,123
+10
+0.9% +$391 0.01% 471
2023
Q3 		$42K Sell
1,113
-27,032
-96% -$1.07M 0.01% 469
2023
Q2 		$1.06M Buy
28,145
+1,946
+7% +$71.6K 0.25% 119
2023
Q1 		$978K Sell
26,199
-7,351
-22% -$310K 0.24% 118
2022
Q4 		$1.37M Buy
33,550
+6,644
+25% +$273K 0.36% 83
2022
Q3 		$990K Buy
26,906
+652
+2% +$26.6K 0.3% 105
2022
Q2 		$1.02M Buy
26,254
+7,283
+38% +$307K 0.3% 100
2022
Q1 		$871K Buy
18,971
+4,622
+32% +$213K 0.25% 121
2021
Q4 		$664K Buy
14,349
+12,381
+629% +$578K 0.22% 122
2021
Q3 		$87K Hold
1,968
– – 0.05% 245
2021
Q2 		$86K Sell
1,968
-60
-3% -$2.65K 0.06% 231
2021
Q1 		$84K Buy
2,028
+9
+0.4% +$350 0.06% 215
2020
Q4 		$69K Buy
+2,019
New +$61.8K 0.05% 221
2020
Q3 		– Sell
-1,596
Closed -$41K – 366
2020
Q2 		$41K Hold
1,596
– – 0.03% 213
2020
Q1 		$34K Buy
+1,596
New +$47.8K 0.04% 193

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin Edwards Inc's FXO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 61% in Q2 2026, selling an estimated $3.56M and leaving 38,528 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #524.

Benjamin Edwards Inc first reported a position in FXO in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.8M in Q2 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Benjamin Edwards Inc held 38,528 shares of First Trust Financials AlphaDEX Fund worth $2.41M as of Q2 2026.
  • Benjamin Edwards Inc sold 59,821 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $3.56M.
  • First Trust Financials AlphaDEX Fund made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #524 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Financials AlphaDEX Fund in Q1 2020 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's First Trust Financials AlphaDEX Fund position peaked at $11.8M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.