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Cliff Asness’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Cliff Asness’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 		$216K Buy
+3,451
New +$206K ﹤0.01% 3782
2026
Q1 		– Sell
-4,088
Closed -$247K – 3779
2025
Q4 		$247K Buy
+4,088
New +$240K ﹤0.01% 3261

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

Cliff Asness's FXO Position: Q2 2026 in Review

Cliff Asness opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 3,451 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3782 among its holdings. This is a return to the name: Cliff Asness previously reported a position in FXO as recently as Q4 2025.

Cliff Asness first reported a position in FXO in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 219 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Cliff Asness held 3,451 shares of First Trust Financials AlphaDEX Fund worth $216K as of Q2 2026.
  • First Trust Financials AlphaDEX Fund was a new Cliff Asness position in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3782 holding.
  • Cliff Asness first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Cliff Asness's First Trust Financials AlphaDEX Fund position peaked at $247K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.