FFA
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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
Q3 		$1.24M Sell
20,501
-866
-4% -$56.3K 0.01% 1011
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

PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Farther Finance Advisors's FXO Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 4.1% in Q3 2026, selling an estimated $56.3K and leaving 20,501 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1011.

Farther Finance Advisors first reported a position in FXO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2025. 14 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • Farther Finance Advisors held 20,501 shares of First Trust Financials AlphaDEX Fund worth $1.24M as of Q3 2026.
  • Farther Finance Advisors sold 866 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $56.3K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1011 holding.
  • Farther Finance Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.37M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.