CX Institutional’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

CX Institutional’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	$527K	Sell	8,438 -7,258	-46%	-$432K	0.02%	464
2026 Q1	$882K	Buy	15,696 +10,148	+183%	+$602K	0.03%	359
2025 Q4	$335K	Sell	5,548 -7,591	-58%	-$446K	0.01%	537
2025 Q3	$780K	Buy	13,139 +8,554	+187%	+$497K	0.02%	339
2025 Q2	$257K	Sell	4,585 -14,678	-76%	-$769K	0.01%	547
2025 Q1	$1.02M	Buy	+19,263	New	+$1.05M	0.04%	263
2023 Q4	–	Sell	-5,868	Closed	-$222K	–	545
2023 Q3	$222K	Buy	+5,868	New	+$232K	0.01%	459
2023 Q1	–	Sell	-35,821	Closed	-$1.47M	–	514
2022 Q4	$1.47M	Buy	35,821 +17,684	+98%	+$727K	0.09%	223
2022 Q3	$668K	Sell	18,137 -27,183	-60%	-$1.11M	0.05%	311
2022 Q2	$1.76M	Buy	+45,320	New	+$1.91M	0.13%	186
2018 Q4	–	Sell	-2,967	Closed	-$95K	–	541
2018 Q3	$95K	Buy	+2,967	New	+$95.9K	0.03%	150

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

CX Institutional's FXO Position: Q2 2026 in Review

CX Institutional reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 46% in Q2 2026, selling an estimated $432K and leaving 8,438 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #464.

CX Institutional first reported a position in FXO in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.76M in Q2 2022. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

CX Institutional held 8,438 shares of First Trust Financials AlphaDEX Fund worth $527K as of Q2 2026.
CX Institutional sold 7,258 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $432K.
First Trust Financials AlphaDEX Fund made up 0.02% of CX Institutional's portfolio in Q2 2026, its #464 holding.
CX Institutional first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and has held it in 11 quarters since.
CX Institutional's First Trust Financials AlphaDEX Fund position peaked at $1.76M in Q2 2022.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.