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Englebert Financial Advisers’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Englebert Financial Advisers’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
Q1 		– Sell
-10,389
Closed -$627K – 57
2025
Q4 		$627K Buy
+10,389
New +$611K 0.72% 35

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Englebert Financial Advisers's FXO Position: Q1 2026 in Review

Englebert Financial Advisers sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 10,389 shares — an estimated $627K sold.

Englebert Financial Advisers first reported a position in FXO in Q4 2025 and held it in 1 quarter. The position peaked at $627K in Q4 2025. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Englebert Financial Advisers reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Englebert Financial Advisers sold 10,389 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $627K.
  • Englebert Financial Advisers first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Englebert Financial Advisers's First Trust Financials AlphaDEX Fund position peaked at $627K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Englebert Financial Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.