HighTower Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Buy |
69,206
+28
| +0% | +$1.66K | ﹤0.01% | 1332 |
|
|
2025
Q4 | $4.17M | Sell |
69,178
-842
| -1% | -$49.5K | ﹤0.01% | 1253 |
|
|
2025
Q3 | $4.16M | Buy |
70,020
+1,731
| +3% | +$101K | ﹤0.01% | 1222 |
|
|
2025
Q2 | $3.83M | Sell |
68,289
-3,274
| -5% | -$171K | ﹤0.01% | 1208 |
|
|
2025
Q1 | $3.79M | Buy |
71,563
+8,168
| +13% | +$447K | 0.01% | 1174 |
|
|
2024
Q4 | $3.43M | Buy |
63,395
+9,159
| +17% | +$502K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $2.77M | Sell |
54,236
-4,306
| -7% | -$212K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $2.71M | Buy |
58,542
+5,004
| +9% | +$231K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $2.54M | Sell |
53,538
-20,054
| -27% | -$890K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $3.18M | Sell |
73,592
-12,736
| -15% | -$498K | 0.01% | 1190 |
|
|
2023
Q3 | $3.27M | Sell |
86,328
-19,634
| -19% | -$776K | 0.01% | 1120 |
|
|
2023
Q2 | $4M | Sell |
105,962
-3,653
| -3% | -$134K | 0.01% | 997 |
|
|
2023
Q1 | $4.09M | Buy |
109,615
+10,162
| +10% | +$429K | 0.01% | 943 |
|
|
2022
Q4 | $4.08M | Sell |
99,453
-13,648
| -12% | -$561K | 0.01% | 938 |
|
|
2022
Q3 | $4.16M | Sell |
113,101
-20,805
| -16% | -$848K | 0.01% | 876 |
|
|
2022
Q2 | $5.21M | Buy |
133,906
+36,198
| +37% | +$1.53M | 0.01% | 797 |
|
|
2022
Q1 | $4.5M | Sell |
97,708
-7,110
| -7% | -$328K | 0.01% | 946 |
|
|
2021
Q4 | $4.86M | Buy |
104,818
+8,081
| +8% | +$377K | 0.01% | 924 |
|
|
2021
Q3 | $4.29M | Sell |
96,737
-58,861
| -38% | -$2.6M | 0.01% | 894 |
|
|
2021
Q2 | $6.79M | Buy |
155,598
+66,339
| +74% | +$2.93M | 0.02% | 677 |
|
|
2021
Q1 | $3.7M | Buy |
89,259
+4,426
| +5% | +$172K | 0.01% | 852 |
|
|
2020
Q4 | $2.91M | Sell |
84,833
-16,507
| -16% | -$505K | 0.01% | 758 |
|
|
2020
Q3 | $2.57M | Buy |
101,340
+1,405
| +1% | +$36.6K | 0.01% | 784 |
|
|
2020
Q2 | $2.54M | Buy |
99,935
+30,964
| +45% | +$743K | 0.01% | 718 |
|
|
2020
Q1 | $1.46M | Sell |
68,971
-34,377
| -33% | -$1.03M | 0.01% | 857 |
|
|
2019
Q4 | $3.46M | Buy |
103,348
+1,348
| +1% | +$43.8K | 0.02% | 681 |
|
|
2019
Q3 | $3.25M | Buy |
102,000
+24,795
| +32% | +$784K | 0.02% | 725 |
|
|
2019
Q2 | $2.44M | Sell |
77,205
-1,262
| -2% | -$39.4K | 0.01% | 825 |
|
|
2019
Q1 | $2.38M | Buy |
78,467
+361
| +0.5% | +$10.8K | 0.02% | 785 |
|
|
2018
Q4 | $2.11M | Buy |
78,106
+2,970
| +4% | +$87.7K | 0.02% | 751 |
|
|
2018
Q3 | $2.4M | Buy |
75,136
+1,001
| +1% | +$32.4K | 0.02% | 772 |
|
|
2018
Q2 | $2.32M | Sell |
74,135
-15
| -0% | -$473 | 0.02% | 787 |
|
|
2018
Q1 | $2.3M | Sell |
74,150
-32,089
| -30% | -$1.02M | 0.02% | 763 |
|
|
2017
Q4 | $3.32M | Buy |
106,239
+1,945
| +2% | +$59.6K | 0.03% | 640 |
|
|
2017
Q3 | $3.1M | Sell |
104,294
-80,223
| -43% | -$2.33M | 0.03% | 654 |
|
|
2017
Q2 | $5.28M | Buy |
184,517
+3,887
| +2% | +$108K | 0.05% | 440 |
|
|
2017
Q1 | $5.01M | Buy |
180,630
+168,350
| +1,371% | +$4.68M | 0.05% | 430 |
|
|
2016
Q4 | $330K | Buy |
12,280
+2,663
| +28% | +$67.9K | ﹤0.01% | 1423 |
|
|
2016
Q3 | $232K | Buy |
+9,617
| New | +$232K | ﹤0.01% | 1568 |
|
|
2014
Q3 | – | Sell |
-143,214
| Closed | -$3.19M | – | 1587 |
|
|
2014
Q2 | $3.19M | Sell |
143,214
-15,046
| -10% | -$327K | 0.06% | 393 |
|
|
2014
Q1 | $3.46M | Buy |
158,260
+36,904
| +30% | +$790K | 0.07% | 338 |
|
|
2013
Q4 | $2.64M | Sell |
121,356
-22,837
| -16% | -$476K | 0.05% | 380 |
|
|
2013
Q3 | $2.85M | Buy |
144,193
+18,177
| +14% | +$357K | 0.07% | 318 |
|
|
2013
Q2 | $2.37M | Buy |
+126,016
| New | +$2.33M | 0.06% | 336 |
|
Other funds holding FXO
WWA
CPA
HighTower Advisors's FXO Position: Q1 2026 in Review
HighTower Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.04% in Q1 2026, buying an estimated $1.66K and bringing the position to 69,206 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.
HighTower Advisors first reported a position in FXO in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.79M in Q2 2021. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.
- HighTower Advisors held 69,206 shares of First Trust Financials AlphaDEX Fund worth $3.89M as of Q1 2026.
- HighTower Advisors bought 28 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $1.66K.
- First Trust Financials AlphaDEX Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1332 holding.
- HighTower Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and has held it in 44 quarters since.
- HighTower Advisors's First Trust Financials AlphaDEX Fund position peaked at $6.79M in Q2 2021.
- 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.