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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
Q3 		$1.57M Hold
25,838
– – 0.28% 62
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 		$4.48M 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Crumly & Associates's FXO Position: Q3 2026 in Review

Crumly & Associates held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2026 at 25,838 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #62.

Crumly & Associates first reported a position in FXO in Q4 2019 and has held it in 24 quarters since. The position peaked at $13.1M in Q3 2021. 195 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • Crumly & Associates held 25,838 shares of First Trust Financials AlphaDEX Fund worth $1.57M as of Q3 2026.
  • Crumly & Associates left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Financials AlphaDEX Fund made up 0.28% of Crumly & Associates's portfolio in Q3 2026, its #62 holding.
  • Crumly & Associates first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and has held it in 24 quarters since.
  • Crumly & Associates's First Trust Financials AlphaDEX Fund position peaked at $13.1M in Q3 2021.
  • 195 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.