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

HFG 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
2026 Q2	$1.42M	Buy	22,735 +152	+0.7%	+$9.05K	0.89%	32
2026 Q1	$1.27M	Buy	22,583 +1,123	+5%	+$66.6K	0.89%	32
2025 Q4	$1.3M	Buy	21,460 +128	+0.6%	+$7.53K	0.94%	30
2025 Q3	$1.27M	Buy	21,332 +66	+0.3%	+$3.84K	0.93%	31
2025 Q2	$1.19M	Buy	21,266 +92	+0.4%	+$4.82K	0.94%	30
2025 Q1	$1.12M	Sell	21,174 -389	-2%	-$21.3K	0.96%	29
2024 Q4	$1.17M	Buy	+21,563	New	+$1.18M	1.02%	30

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

HFG Advisors's FXO Position: Q2 2026 in Review

HFG Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.67% in Q2 2026, buying an estimated $9.05K and bringing the position to 22,735 shares worth $1.42M. The position accounts for 0.89% of the portfolio, ranked #32.

HFG Advisors first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

HFG Advisors held 22,735 shares of First Trust Financials AlphaDEX Fund worth $1.42M as of Q2 2026.
HFG Advisors bought 152 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $9.05K.
First Trust Financials AlphaDEX Fund made up 0.89% of HFG Advisors's portfolio in Q2 2026, its #32 holding.
HFG Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.