HF Advisory Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

HF Advisory Group’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	$736K	Buy	11,790 +224	+2%	+$13.3K	0.23%	114
2026 Q1	$650K	Buy	11,566 +286	+3%	+$17K	0.22%	113
2025 Q4	$681K	Sell	11,280 -261	-2%	-$15.3K	0.24%	115
2025 Q3	$685K	Sell	11,541 -15	-0.1%	-$872	0.25%	115
2025 Q2	$648K	Buy	11,556 +146	+1%	+$7.64K	0.26%	112
2025 Q1	$605K	Sell	11,410 -645	-5%	-$35.3K	0.26%	116
2024 Q4	$653K	Sell	12,055 -946	-7%	-$51.8K	0.3%	108
2024 Q3	$665K	Sell	13,001 -1,736	-12%	-$85.5K	0.31%	111
2024 Q2	$682K	Buy	14,737 +123	+0.8%	+$5.67K	0.35%	100
2024 Q1	$694K	Sell	14,614 -375	-3%	-$16.6K	0.39%	90
2023 Q4	$649K	Buy	14,989 +473	+3%	+$18.5K	0.41%	89
2023 Q3	$550K	Sell	14,516 -1,008	-6%	-$39.8K	0.41%	83
2023 Q2	$585K	Sell	15,524 -2,862	-16%	-$105K	0.46%	74
2023 Q1	$686K	Sell	18,386 -488	-3%	-$20.6K	0.61%	60
2022 Q4	$773K	Buy	+18,874	New	+$776K	0.78%	46

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

HF Advisory Group's FXO Position: Q2 2026 in Review

HF Advisory Group increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 11,790 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #114.

HF Advisory Group first reported a position in FXO in Q4 2022 and has held it in 15 quarters since. The position peaked at $773K in Q4 2022. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

HF Advisory Group held 11,790 shares of First Trust Financials AlphaDEX Fund worth $736K as of Q2 2026.
HF Advisory Group bought 224 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $13.3K.
First Trust Financials AlphaDEX Fund made up 0.23% of HF Advisory Group's portfolio in Q2 2026, its #114 holding.
HF Advisory Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
HF Advisory Group's First Trust Financials AlphaDEX Fund position peaked at $773K in Q4 2022.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.