Fidelity Investments
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Fidelity Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Fidelity Investments’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 		$438K Buy
7,007
+2,196
+46% +$131K ﹤0.01% 3335
2026
Q1 		$270K Buy
4,811
+652
+16% +$38.7K ﹤0.01% 3364
2025
Q4 		$251K Sell
4,159
-151
-4% -$8.88K ﹤0.01% 3333
2025
Q3 		$256K Buy
4,310
+150
+4% +$8.72K ﹤0.01% 3260
2025
Q2 		$233K Sell
4,160
-299
-7% -$15.7K ﹤0.01% 3251
2025
Q1 		$236K Buy
4,459
+740
+20% +$40.5K ﹤0.01% 3181
2024
Q4 		$201K Buy
3,719
+1,239
+50% +$67.9K ﹤0.01% 3264
2024
Q3 		$127K Buy
2,480
+826
+50% +$40.7K ﹤0.01% 3365
2024
Q2 		$76.5K Buy
1,654
+411
+33% +$18.9K ﹤0.01% 3418
2024
Q1 		$59.1K Buy
1,243
+482
+63% +$21.4K ﹤0.01% 3502
2023
Q4 		$32.9K Sell
761
-184
-19% -$7.2K ﹤0.01% 3715
2023
Q3 		$35.8K Sell
945
-348
-27% -$13.7K ﹤0.01% 3518
2023
Q2 		$48.7K Buy
1,293
+791
+158% +$29.1K ﹤0.01% 3439
2023
Q1 		$18.7K Sell
502
-132
-21% -$5.57K ﹤0.01% 3869
2022
Q4 		$26K Sell
634
-254
-29% -$10.4K ﹤0.01% 3677
2022
Q3 		$33K Buy
888
+250
+39% +$10.2K ﹤0.01% 3633
2022
Q2 		$25K Sell
638
-1,154
-64% -$48.7K ﹤0.01% 3808
2022
Q1 		$82K Buy
1,792
+307
+21% +$14.2K ﹤0.01% 3514
2021
Q4 		$69K Buy
1,485
+447
+43% +$20.9K ﹤0.01% 3166
2021
Q3 		$46K Buy
1,038
+415
+67% +$18.4K ﹤0.01% 3233
2021
Q2 		$27K Sell
623
-289
-32% -$12.8K ﹤0.01% 3298
2021
Q1 		$38K Buy
912
+779
+586% +$30.3K ﹤0.01% 3111
2020
Q4 		$5K Sell
133
-635
-83% -$19.4K ﹤0.01% 3440
2020
Q3 		$19K Hold
768
– – ﹤0.01% 3064
2020
Q2 		$20K Sell
768
-608
-44% -$14.6K ﹤0.01% 2987
2020
Q1 		$29K Sell
1,376
-2,749
-67% -$82.3K ﹤0.01% 2874
2019
Q4 		$138K Buy
4,125
+1,229
+42% +$39.9K ﹤0.01% 2698
2019
Q3 		$92K Buy
2,896
+1,432
+98% +$45.3K ﹤0.01% 2764
2019
Q2 		$46K Sell
1,464
-1,537
-51% -$48K ﹤0.01% 2880
2019
Q1 		$91K Buy
3,001
+2,156
+255% +$64.5K ﹤0.01% 2687
2018
Q4 		$23K Buy
845
+844
+84,400% +$24.9K ﹤0.01% 2863
2018
Q3 		$0 Buy
+1
New +$32 ﹤0.01% 3619

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

Fidelity Investments's FXO Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Financials AlphaDEX Fund (FXO) stake by 46% in Q2 2026, buying an estimated $131K and bringing the position to 7,007 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Fidelity Investments first reported a position in FXO in Q3 2018 and has held it in 32 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Fidelity Investments held 7,007 shares of First Trust Financials AlphaDEX Fund worth $438K as of Q2 2026.
  • Fidelity Investments bought 2,196 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $131K.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3335 holding.
  • Fidelity Investments first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and has held it in 32 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.