Hexagon Capital Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hexagon Capital Partners’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	-521	Closed	-$27.6K	–	687
2025 Q1	$27.6K	Hold	521	–	–	0.01%	641
2024 Q4	$28.2K	Hold	521	–	–	0.01%	667
2024 Q3	$26.6K	Hold	521	–	–	0.01%	609
2024 Q2	$24.1K	Hold	521	–	–	0.01%	631
2024 Q1	$24.8K	Hold	521	–	–	0.01%	618
2023 Q4	$22.6K	Hold	521	–	–	0.01%	594
2023 Q3	$19.7K	Hold	521	–	–	0.01%	556
2023 Q2	$19.6K	Hold	521	–	–	0.01%	569
2023 Q1	$19.4K	Hold	521	–	–	0.01%	558
2022 Q4	$21.3K	Hold	521	–	–	0.01%	528
2022 Q3	$19K	Hold	521	–	–	0.01%	603
2022 Q2	$20K	Hold	521	–	–	0.01%	540
2022 Q1	$24K	Buy	521 +17	+3%	+$784	0.01%	481
2021 Q4	$23K	Hold	504	–	–	0.01%	485
2021 Q3	$22K	Hold	504	–	–	0.01%	480
2021 Q2	$22K	Hold	504	–	–	0.01%	452
2021 Q1	$20K	Hold	504	–	–	0.01%	429
2020 Q4	$17K	Hold	504	–	–	0.01%	405
2020 Q3	$14K	Buy	+504	New	+$13.1K	﹤0.01%	410

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Hexagon Capital Partners's FXO Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 521 shares — an estimated $27.6K sold.

Hexagon Capital Partners first reported a position in FXO in Q3 2020 and held it in 19 quarters. The position peaked at $28.2K in Q4 2024. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 521 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $27.6K.
Hexagon Capital Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust Financials AlphaDEX Fund position peaked at $28.2K in Q4 2024.
229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.