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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

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 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. 39 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.
  • 39 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.