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

Choice Wealth 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	$2.53M	Buy	40,451 +25	+0.1%	+$1.49K	0.89%	18
2026 Q1	$2.27M	Buy	40,426 +329	+0.8%	+$19.5K	0.89%	21
2025 Q4	$2.42M	Sell	40,097 -44	-0.1%	-$2.59K	0.96%	18
2025 Q3	$2.38M	Sell	40,141 -460	-1%	-$26.7K	1.02%	17
2025 Q2	$2.28M	Hold	40,601	–	–	1.03%	16
2025 Q1	$2.15M	Sell	40,601 -506	-1%	-$27.7K	1.12%	15
2024 Q4	$2.23M	Sell	41,107 -919	-2%	-$50.4K	1.14%	15
2024 Q3	$2.15M	Sell	42,026 -78	-0.2%	-$3.84K	1.07%	17
2024 Q2	$1.95M	Sell	42,104 -363	-0.9%	-$16.7K	1.03%	17
2024 Q1	$2.02M	Buy	42,467 +4,732	+13%	+$210K	1.22%	15
2023 Q4	$1.63M	Sell	37,735 -587	-2%	-$23K	1.01%	16
2023 Q3	$1.45M	Sell	38,322 -833	-2%	-$32.9K	1.02%	15
2023 Q2	$1.48M	Buy	39,155 +1,536	+4%	+$56.5K	1%	15
2023 Q1	$1.4M	Hold	37,619	–	–	1.02%	15
2022 Q4	$1.54M	Sell	37,619 -929	-2%	-$38.2K	1.16%	17
2022 Q3	$1.42M	Buy	+38,548	New	+$1.57M	1.19%	15
2022 Q2	–	Sell	-41,084	Closed	-$1.84M	–	41
2022 Q1	$1.84M	Buy	41,084 +20,001	+95%	+$922K	1.46%	12
2021 Q4	$976K	Buy	+21,083	New	+$984K	0.72%	14

Other funds holding FXO

Paller Financial Services Centennial, Colorado $134M AUM

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

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

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

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

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

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

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

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