Cetera Investment Advisers
FXO icon

Cetera Investment Advisers’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Cetera Investment Advisers’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
Q1 		$5.88M Sell
104,681
-13,036
-11% -$774K 0.01% 1402
2025
Q4 		$7.1M Sell
117,717
-16,274
-12% -$957K 0.01% 1233
2025
Q3 		$7.96M Sell
133,991
-2,636
-2% -$153K 0.01% 1129
2025
Q2 		$7.66M Sell
136,627
-6,132
-4% -$321K 0.01% 958
2025
Q1 		$7.57M Buy
142,759
+16,837
+13% +$921K 0.01% 905
2024
Q4 		$6.82M Buy
125,922
+4,055
+3% +$222K 0.01% 881
2024
Q3 		$6.23M Sell
121,867
-14,381
-11% -$708K 0.01% 903
2024
Q2 		$6.31M Buy
136,248
+2,207
+2% +$102K 0.01% 878
2024
Q1 		$6.37M Buy
134,041
+101,820
+316% +$4.52M 0.02% 860
2023
Q4 		$1.39M Sell
32,221
-7,050
-18% -$276K 0.01% 936
2023
Q3 		$1.49M Buy
39,271
+7,610
+24% +$301K 0.01% 873
2023
Q2 		$1.19M Sell
31,661
-27,989
-47% -$1.03M 0.01% 983
2023
Q1 		$2.23M Buy
59,650
+42,028
+238% +$1.77M 0.02% 691
2022
Q4 		$722K Sell
17,622
-3,431
-16% -$141K 0.01% 1158
2022
Q3 		$775K Buy
21,053
+4,373
+26% +$178K 0.02% 821
2022
Q2 		$648K Buy
16,680
+1,108
+7% +$46.7K 0.01% 966
2022
Q1 		$715K Buy
15,572
+1,193
+8% +$55K 0.01% 956
2021
Q4 		$665K Buy
14,379
+3
+0% +$140 0.01% 1014
2021
Q3 		$636K Buy
14,376
+316
+2% +$14K 0.01% 997
2021
Q2 		$614K Buy
14,060
+1,163
+9% +$51.3K 0.01% 1009
2021
Q1 		$537K Sell
12,897
-737
-5% -$28.6K 0.01% 940
2020
Q4 		$467K Buy
13,634
+2,323
+21% +$71.1K 0.01% 991
2020
Q3 		$287K Sell
11,311
-1,270
-10% -$33.1K 0.02% 510
2020
Q2 		$321K Buy
12,581
+1,545
+14% +$37.1K 0.03% 458
2020
Q1 		$233K Sell
11,036
-1,639
-13% -$49K 0.03% 456
2019
Q4 		$426K Buy
12,675
+391
+3% +$12.7K 0.04% 368
2019
Q3 		$389K Sell
12,284
-753
-6% -$23.8K 0.05% 352
2019
Q2 		$408K Sell
13,037
-1,463
-10% -$45.7K 0.05% 331
2019
Q1 		$440K Sell
14,500
-1,001
-6% -$29.9K 0.06% 299
2018
Q4 		$417K Buy
15,501
+1,794
+13% +$53K 0.07% 282
2018
Q3 		$440K Sell
13,707
-243
-2% -$7.85K 0.06% 290
2018
Q2 		$436K Sell
13,950
-115
-0.8% -$3.63K 0.08% 260
2018
Q1 		$437K Buy
14,065
+3,868
+38% +$122K 0.08% 244
2017
Q4 		$321K Sell
10,197
-3,834
-27% -$118K 0.06% 310
2017
Q3 		$416K Sell
14,031
-2,179
-13% -$63.3K 0.09% 261
2017
Q2 		$461K Buy
16,210
+220
+1% +$6.13K 0.11% 224
2017
Q1 		$443K Sell
15,990
-1,239
-7% -$34.4K 0.12% 213
2016
Q4 		$468K Buy
17,229
+1,974
+13% +$50.4K 0.16% 173
2016
Q3 		$369K Sell
15,255
-2,568
-14% -$61.8K 0.16% 167
2016
Q2 		$413K Buy
17,823
+1,422
+9% +$32.9K 0.16% 169
2016
Q1 		$373K Buy
16,401
+623
+4% +$13.4K 0.16% 161
2015
Q4 		$368K Buy
+15,778
New +$372K 0.17% 160

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers's FXO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 11% in Q1 2026, selling an estimated $774K and leaving 104,681 shares worth $5.88M. The position accounts for 0.01% of the portfolio, ranked #1402.

Cetera Investment Advisers first reported a position in FXO in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.96M in Q3 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Cetera Investment Advisers held 104,681 shares of First Trust Financials AlphaDEX Fund worth $5.88M as of Q1 2026.
  • Cetera Investment Advisers sold 13,036 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $774K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1402 holding.
  • Cetera Investment Advisers first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's First Trust Financials AlphaDEX Fund position peaked at $7.96M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.