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Financial Advocates Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-6,502
Closed -$365K – 257
2025
Q2 		$365K Sell
6,502
-903
-12% -$47.3K 0.03% 450
2025
Q1 		$392K Sell
7,405
-159
-2% -$8.7K 0.03% 487
2024
Q4 		$409K Buy
7,564
+492
+7% +$27K 0.02% 516
2024
Q3 		$362K Buy
7,072
+53
+0.8% +$2.61K 0.02% 552
2024
Q2 		$325K Buy
7,019
+266
+4% +$12.3K 0.02% 561
2024
Q1 		$321K Sell
6,753
-36
-0.5% -$1.6K 0.02% 566
2023
Q4 		$294K Sell
6,789
-293
-4% -$11.5K 0.02% 560
2023
Q3 		$268K Sell
7,082
-1,417
-17% -$56K 0.02% 562
2023
Q2 		$320K Sell
8,499
-2,484
-23% -$91.4K 0.02% 504
2023
Q1 		$410K Sell
10,983
-18,674
-63% -$788K 0.03% 468
2022
Q4 		$1.21M Buy
29,657
+23,776
+404% +$978K 0.09% 248
2022
Q3 		$216K Buy
5,881
+687
+13% +$28K 0.02% 653
2022
Q2 		$202K Buy
5,194
+635
+14% +$26.8K 0.02% 624
2022
Q1 		$209K Buy
+4,559
New +$210K 0.01% 673
2020
Q1 		– Sell
-37,214
Closed -$1.25M – 499
2019
Q4 		$1.25M Buy
37,214
+3,662
+11% +$119K 0.13% 180
2019
Q3 		$1.07M Buy
+33,552
New +$1.06M 0.12% 179

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Financial Advocates Investment Management's FXO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2025, closing a stake of 6,502 shares — an estimated $365K sold.

Financial Advocates Investment Management first reported a position in FXO in Q3 2019 and held it in 16 quarters. The position peaked at $1.25M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,502 First Trust Financials AlphaDEX Fund shares in Q3 2025, an estimated $365K.
  • Financial Advocates Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and held it in 16 quarters.
  • Financial Advocates Investment Management's First Trust Financials AlphaDEX Fund position peaked at $1.25M in Q4 2019.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.