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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
Q3 		$515K Buy
8,492
+54
+0.6% +$3.51K 0.01% 464
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

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CX Institutional's FXO Position: Q3 2026 in Review

CX Institutional increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.64% in Q3 2026, buying an estimated $3.51K and bringing the position to 8,492 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #464.

CX Institutional first reported a position in FXO in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.76M in Q2 2022. 11 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • CX Institutional held 8,492 shares of First Trust Financials AlphaDEX Fund worth $515K as of Q3 2026.
  • CX Institutional bought 54 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $3.51K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #464 holding.
  • CX Institutional first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and has held it in 12 quarters since.
  • CX Institutional's First Trust Financials AlphaDEX Fund position peaked at $1.76M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.