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

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return