Concurrent Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Concurrent Investment 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	$2.05M	Buy	32,847 +553	+2%	+$32.9K	0.02%	714
2026 Q1	$1.81M	Sell	32,294 -1,710	-5%	-$101K	0.02%	655
2025 Q4	$2.05M	Buy	+34,004	New	+$2M	0.02%	563
2025 Q3	–	Sell	-3,877	Closed	-$217K	–	1536
2025 Q2	$217K	Sell	3,877 -18,010	-82%	-$943K	﹤0.01%	1229
2025 Q1	$1.16M	Sell	21,887 -24,100	-52%	-$1.32M	0.03%	498
2024 Q4	$2.49M	Sell	45,987 -1,895	-4%	-$104K	0.07%	278
2024 Q3	$2.45M	Buy	47,882 +2,042	+4%	+$101K	0.07%	261
2024 Q2	$2.12M	Buy	45,840 +1,612	+4%	+$74.3K	0.07%	261
2024 Q1	$2.1M	Sell	44,228 -35,861	-45%	-$1.59M	0.08%	237
2023 Q4	$3.47M	Buy	+80,089	New	+$3.13M	0.16%	148

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's FXO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.7% in Q2 2026, buying an estimated $32.9K and bringing the position to 32,847 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #714.

Concurrent Investment Advisors first reported a position in FXO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q4 2023. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Concurrent Investment Advisors held 32,847 shares of First Trust Financials AlphaDEX Fund worth $2.05M as of Q2 2026.
Concurrent Investment Advisors bought 553 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $32.9K.
First Trust Financials AlphaDEX Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #714 holding.
Concurrent Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $3.47M in Q4 2023.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.