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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

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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. 28 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.
  • 28 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.