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Dynamic Advisor Solutions’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Dynamic Advisor Solutions’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 		$642K Sell
10,283
-48
-0.5% -$2.86K 0.02% 608
2026
Q1 		$580K Sell
10,331
-3,140
-23% -$186K 0.02% 602
2025
Q4 		$813K Buy
+13,471
New +$792K 0.03% 505

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dynamic Advisor Solutions's FXO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 0.46% in Q2 2026, selling an estimated $2.86K and leaving 10,283 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #608.

Dynamic Advisor Solutions first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $813K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Dynamic Advisor Solutions held 10,283 shares of First Trust Financials AlphaDEX Fund worth $642K as of Q2 2026.
  • Dynamic Advisor Solutions sold 48 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.86K.
  • First Trust Financials AlphaDEX Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #608 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's First Trust Financials AlphaDEX Fund position peaked at $813K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.