Good Life Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Good Life 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
2025 Q2	–	Sell	-4,384	Closed	-$232K	–	515
2025 Q1	$232K	Buy	+4,384	New	+$240K	0.02%	448
2022 Q1	–	Sell	-12,692	Closed	-$587K	–	401
2021 Q4	$587K	Buy	12,692 +124	+1%	+$5.79K	0.07%	186
2021 Q3	$556K	Buy	+12,568	New	+$556K	0.08%	188

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Good Life Advisors's FXO Position: Q2 2025 in Review

Good Life Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 4,384 shares — an estimated $232K sold.

Good Life Advisors first reported a position in FXO in Q3 2021 and held it in 3 quarters. The position peaked at $587K in Q4 2021. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

Good Life Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Good Life Advisors sold 4,384 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $232K.
Good Life Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 3 quarters.
Good Life Advisors's First Trust Financials AlphaDEX Fund position peaked at $587K in Q4 2021.
229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.