DHJJ Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

DHJJ Financial Advisors’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	$5.14K	Hold	82	–	–	﹤0.01%	669
2026 Q1	$4.63K	Hold	82	–	–	﹤0.01%	669
2025 Q4	$4.97K	Sell	82 -3	-4%	-$176	﹤0.01%	631
2025 Q3	$5.07K	Buy	85 +47	+124%	+$2.73K	﹤0.01%	614
2025 Q2	$2.15K	Hold	38	–	–	﹤0.01%	675
2025 Q1	$2.03K	Sell	38 -4	-10%	-$219	﹤0.01%	636
2024 Q4	$2.29K	Sell	42 -4	-9%	-$219	﹤0.01%	602
2024 Q3	$2.37K	Hold	46	–	–	﹤0.01%	590
2024 Q2	$2.14K	Hold	46	–	–	﹤0.01%	552
2024 Q1	$2.2K	Hold	46	–	–	﹤0.01%	544
2023 Q4	$2.01K	Hold	46	–	–	﹤0.01%	543
2023 Q3	$1.75K	Buy	+46	New	+$1.82K	﹤0.01%	552

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

DHJJ Financial Advisors's FXO Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 82 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

DHJJ Financial Advisors first reported a position in FXO in Q3 2023 and has held it in 12 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

DHJJ Financial Advisors held 82 shares of First Trust Financials AlphaDEX Fund worth $5.14K as of Q2 2026.
DHJJ Financial Advisors left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #669 holding.
DHJJ Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.