HF Advisory Group
FXO icon

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
Q3 		$701K Sell
11,558
-232
-2% -$15.1K 0.21% 113
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

TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HF Advisory Group's FXO Position: Q3 2026 in Review

HF Advisory Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 2% in Q3 2026, selling an estimated $15.1K and leaving 11,558 shares worth $701K. The position accounts for 0.21% of the portfolio, ranked #113.

HF Advisory Group first reported a position in FXO in Q4 2022 and has held it in 16 quarters since. The position peaked at $773K in Q4 2022. 47 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • HF Advisory Group held 11,558 shares of First Trust Financials AlphaDEX Fund worth $701K as of Q3 2026.
  • HF Advisory Group sold 232 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $15.1K.
  • First Trust Financials AlphaDEX Fund made up 0.21% of HF Advisory Group's portfolio in Q3 2026, its #113 holding.
  • HF Advisory Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's First Trust Financials AlphaDEX Fund position peaked at $773K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.