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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

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

Choice Wealth Advisors's FXO Position: Q2 2026 in Review

Choice Wealth Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.06% in Q2 2026, buying an estimated $1.49K and bringing the position to 40,451 shares worth $2.53M. The position accounts for 0.89% of the portfolio, ranked #18.

Choice Wealth Advisors first reported a position in FXO in Q4 2021 and has held it in 18 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Choice Wealth Advisors held 40,451 shares of First Trust Financials AlphaDEX Fund worth $2.53M as of Q2 2026.
  • Choice Wealth Advisors bought 25 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.49K.
  • First Trust Financials AlphaDEX Fund made up 0.89% of Choice Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Choice Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and has held it in 18 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.