Focus Financial Network’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Focus Financial Network’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	$505K	Sell	8,082 -212	-3%	-$12.6K	0.02%	480
2026 Q1	$466K	Buy	8,294 +685	+9%	+$40.6K	0.02%	476
2025 Q4	$459K	Buy	7,609 +7	+0.1%	+$412	0.02%	466
2025 Q3	$451K	Buy	7,602 +8	+0.1%	+$465	0.02%	470
2025 Q2	$426K	Sell	7,594 -1,276	-14%	-$66.8K	0.02%	470
2025 Q1	$470K	Buy	8,870 +3,395	+62%	+$186K	0.02%	436
2024 Q4	$296K	Sell	5,475 -197	-3%	-$10.8K	0.01%	554
2024 Q3	$290K	Hold	5,672	–	–	0.01%	551
2024 Q2	$282K	Hold	5,672	–	–	0.01%	545
2024 Q1	$251K	Sell	5,672 -1,397	-20%	-$62K	0.01%	541
2023 Q4	$306K	Sell	7,069 -1,207	-15%	-$47.2K	0.01%	571
2023 Q3	$313K	Buy	8,276 +132	+2%	+$5.21K	0.02%	459
2023 Q2	$307K	Sell	8,144 -17,686	-68%	-$651K	0.02%	462
2023 Q1	$964K	Buy	25,830 +14,286	+124%	+$603K	0.06%	238
2022 Q4	$473K	Sell	11,544 -660	-5%	-$27.1K	0.04%	298
2022 Q3	$449K	Sell	12,204 -120	-1%	-$4.89K	0.04%	297
2022 Q2	$479K	Buy	12,324 +158	+1%	+$6.67K	0.04%	291
2022 Q1	$559K	Buy	+12,166	New	+$561K	0.04%	283
2021 Q1	–	Sell	-7,961	Closed	-$273K	–	442
2020 Q4	$273K	Hold	7,961	–	–	0.02%	366
2020 Q3	$202K	Buy	7,961 +32	+0.4%	+$834	0.02%	426
2020 Q2	$202K	Buy	+7,929	New	+$190K	0.02%	373
2020 Q1	–	Sell	-16,515	Closed	-$553K	–	383
2019 Q4	$553K	Buy	16,515 +845	+5%	+$27.5K	0.07%	231
2019 Q3	$498K	Buy	15,670 +2,496	+19%	+$79K	0.07%	226
2019 Q2	$417K	Buy	13,174 +6,123	+87%	+$191K	0.06%	241
2019 Q1	$213K	Buy	+7,051	New	+$211K	0.03%	341

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

Focus Financial Network's FXO Position: Q2 2026 in Review

Focus Financial Network reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 2.6% in Q2 2026, selling an estimated $12.6K and leaving 8,082 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #480.

Focus Financial Network first reported a position in FXO in Q1 2019 and has held it in 25 quarters since. The position peaked at $964K in Q1 2023. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Focus Financial Network held 8,082 shares of First Trust Financials AlphaDEX Fund worth $505K as of Q2 2026.
Focus Financial Network sold 212 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $12.6K.
First Trust Financials AlphaDEX Fund made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #480 holding.
Focus Financial Network first reported a position in First Trust Financials AlphaDEX Fund in Q1 2019 and has held it in 25 quarters since.
Focus Financial Network's First Trust Financials AlphaDEX Fund position peaked at $964K in Q1 2023.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.