Farther Finance Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Farther Finance 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	$1.33M	Sell	21,367 -2,831	-12%	-$169K	0.01%	931
2026 Q1	$1.36M	Buy	24,198 +1,613	+7%	+$95.7K	0.01%	817
2025 Q4	$1.36M	Sell	22,585 -484	-2%	-$28.5K	0.01%	746
2025 Q3	$1.37M	Sell	23,069 -24	-0.1%	-$1.4K	0.02%	590
2025 Q2	$1.29M	Buy	23,093 +1,201	+5%	+$62.9K	0.03%	497
2025 Q1	$1.16M	Buy	21,892 +19,848	+971%	+$1.09M	0.03%	450
2024 Q4	$111K	Sell	2,044 -150	-7%	-$8.22K	﹤0.01%	1266
2024 Q3	$112K	Sell	2,194 -85	-4%	-$4.18K	﹤0.01%	1254
2024 Q2	$105K	Sell	2,279 -33	-1%	-$1.52K	0.01%	1117
2024 Q1	$109K	Buy	2,312 +1,790	+343%	+$79.4K	0.01%	923
2023 Q4	$22.6K	Sell	522 -1,978	-79%	-$77.4K	﹤0.01%	1300
2023 Q3	$94.6K	Sell	2,500 -569	-19%	-$22.5K	0.01%	579
2023 Q2	$116K	Sell	3,069 -31	-1%	-$1.14K	0.03%	416
2023 Q1	$116K	Buy	3,100 +87	+3%	+$3.67K	0.03%	367
2022 Q4	$123K	Buy	+3,013	New	+$124K	0.05%	288

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

Farther Finance Advisors's FXO Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 12% in Q2 2026, selling an estimated $169K and leaving 21,367 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #931.

Farther Finance Advisors first reported a position in FXO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q3 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Farther Finance Advisors held 21,367 shares of First Trust Financials AlphaDEX Fund worth $1.33M as of Q2 2026.
Farther Finance Advisors sold 2,831 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $169K.
First Trust Financials AlphaDEX Fund made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #931 holding.
Farther Finance Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.37M in Q3 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.