Dorsey Wright & Associates’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Dorsey Wright & 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 Q2	–	Sell	-9,263	Closed	-$520K	–	149
2026 Q1	$520K	Buy	+9,263	New	+$550K	0.06%	138
2019 Q4	–	Sell	-48,445	Closed	-$1.54M	–	299
2019 Q3	$1.54M	Buy	+48,445	New	+$1.53M	0.39%	98
2015 Q1	–	Sell	-12,308	Closed	-$285K	–	119
2014 Q4	$285K	Buy	12,308 +6	+0%	+$136	0.13%	94
2014 Q3	$263K	Sell	12,302 -233	-2%	-$5.17K	0.04%	110
2014 Q2	$278K	Buy	12,535 +54	+0.4%	+$1.17K	0.03%	120
2014 Q1	$272K	Buy	+12,481	New	+$267K	0.04%	110

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

Dorsey Wright & Associates's FXO Position: Q2 2026 in Review

Dorsey Wright & Associates sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 9,263 shares — an estimated $520K sold.

Dorsey Wright & Associates first reported a position in FXO in Q1 2014 and held it in 6 quarters. The position peaked at $1.54M in Q3 2019. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Dorsey Wright & Associates reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Dorsey Wright & Associates sold 9,263 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $520K.
Dorsey Wright & Associates first reported a position in First Trust Financials AlphaDEX Fund in Q1 2014 and held it in 6 quarters.
Dorsey Wright & Associates's First Trust Financials AlphaDEX Fund position peaked at $1.54M in Q3 2019.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.