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Hilton Head Capital Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hilton Head Capital Partners’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 		$16.7K Sell
268
-553
-67% -$32.9K 0.01% 505
2026
Q1 		$46.1K Sell
821
-335
-29% -$19.9K 0.03% 313
2025
Q4 		$69.8K Buy
+1,156
New +$68K 0.04% 239

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

Hilton Head Capital Partners's FXO Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 67% in Q2 2026, selling an estimated $32.9K and leaving 268 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #505.

Hilton Head Capital Partners first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.8K in Q4 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Hilton Head Capital Partners held 268 shares of First Trust Financials AlphaDEX Fund worth $16.7K as of Q2 2026.
  • Hilton Head Capital Partners sold 553 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $32.9K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #505 holding.
  • Hilton Head Capital Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's First Trust Financials AlphaDEX Fund position peaked at $69.8K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.