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HighPoint Advisor Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

HighPoint Advisor 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 		$1.32M Buy
21,110
+262
+1% +$15.6K 0.05% 274
2026
Q1 		$1.17M Buy
20,848
+140
+0.7% +$8.31K 0.05% 269
2025
Q4 		$1.25M Buy
+20,708
New +$1.22M 0.03% 414

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighPoint Advisor Group's FXO Position: Q2 2026 in Review

HighPoint Advisor Group increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 21,110 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #274.

HighPoint Advisor Group first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • HighPoint Advisor Group held 21,110 shares of First Trust Financials AlphaDEX Fund worth $1.32M as of Q2 2026.
  • HighPoint Advisor Group bought 262 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $15.6K.
  • First Trust Financials AlphaDEX Fund made up 0.05% of HighPoint Advisor Group's portfolio in Q2 2026, its #274 holding.
  • HighPoint Advisor Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.