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Crumly & Associates’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Crumly & Associates’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 		$1.61M Sell
25,838
-768
-3% -$45.7K 0.31% 57
2026
Q1 		$1.49M Sell
26,606
-77
-0.3% -$4.57K 0.31% 61
2025
Q4 		$1.61M Sell
26,683
-611
-2% -$35.9K 0.34% 58
2025
Q3 		$1.62M Sell
27,294
-1,030
-4% -$59.9K 0.35% 54
2025
Q2 		$1.59M Sell
28,324
-83
-0.3% -$4.35K 0.39% 48
2025
Q1 		$1.51M Sell
28,407
-694
-2% -$38K 0.42% 47
2024
Q4 		$1.58M Sell
29,101
-7,065
-20% -$387K 0.43% 48
2024
Q3 		$1.85M Sell
36,166
-1,828
-5% -$90K 0.51% 44
2024
Q2 		$1.76M Sell
37,994
-5,837
-13% -$269K 0.51% 42
2024
Q1 		$2.08M Sell
43,831
-40,715
-48% -$1.81M 0.55% 44
2023
Q4 		$3.66M Sell
84,546
-14,537
-15% -$569K 1.07% 30
2023
Q3 		$3.75M Sell
99,083
-1,588
-2% -$62.7K 1.47% 24
2023
Q2 		$3.8M Sell
100,671
-30,963
-24% -$1.14M 1.52% 22
2023
Q1 		$4.91M Buy
131,634
+6,234
+5% +$263K 2.13% 18
2022
Q4 		$5.14M Sell
125,400
-63,212
-34% -$2.6M 1.94% 17
2022
Q3 		$6.94M Buy
188,612
+46,452
+33% +$1.89M 2.86% 14
2022
Q2 		$5.52M Buy
142,160
+62,130
+78% +$2.62M 2.29% 14
2022
Q1 		$3.67M Sell
80,030
-153,696
-66% -$7.09M 1.38% 24
2021
Q4 		$10.8M Sell
233,726
-63,424
-21% -$2.96M 4.28% 7
2021
Q3 		$13.1M Buy
297,150
+63,306
+27% +$2.8M 6.11% 2
2021
Q2 		$10.2M Buy
233,844
+126,281
+117% +$5.58M 4.95% 4
2021
Q1 		$4.47M Buy
+107,563
New +$4.18M 2.61% 14
2020
Q1 		– Sell
-60,197
Closed -$2.02M – 52
2019
Q4 		$2.02M Buy
+60,197
New +$1.96M 2.09% 15

Other funds holding FXO

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crumly & Associates's FXO Position: Q2 2026 in Review

Crumly & Associates reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 2.9% in Q2 2026, selling an estimated $45.7K and leaving 25,838 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #57.

Crumly & Associates first reported a position in FXO in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.1M in Q3 2021. 28 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Crumly & Associates held 25,838 shares of First Trust Financials AlphaDEX Fund worth $1.61M as of Q2 2026.
  • Crumly & Associates sold 768 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $45.7K.
  • First Trust Financials AlphaDEX Fund made up 0.31% of Crumly & Associates's portfolio in Q2 2026, its #57 holding.
  • Crumly & Associates first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and has held it in 23 quarters since.
  • Crumly & Associates's First Trust Financials AlphaDEX Fund position peaked at $13.1M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.