HRT Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

HRT Financial’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	–	Sell	-24,652	Closed	-$1.39M	–	4613
2026 Q1	$1.39M	Buy	+24,652	New	+$1.46M	﹤0.01%	1849
2025 Q4	–	Sell	-3,807	Closed	-$226K	–	3460
2025 Q3	$226K	Buy	+3,807	New	+$221K	﹤0.01%	2346
2025 Q2	–	Sell	-5,107	Closed	-$270K	–	2952
2025 Q1	$270K	Buy	+5,107	New	+$279K	﹤0.01%	1833
2023 Q2	–	Sell	-14,812	Closed	-$552K	–	2730
2023 Q1	$552K	Buy	+14,812	New	+$625K	0.01%	1295
2021 Q2	–	Sell	-12,570	Closed	-$522K	–	3076
2021 Q1	$522K	Buy	+12,570	New	+$489K	0.01%	1739
2015 Q4	–	Sell	-28,697	Closed	-$644K	–	80
2015 Q3	$644K	Buy	+28,697	New	+$677K	0.55%	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

HRT Financial's FXO Position: Q2 2026 in Review

HRT Financial sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 24,652 shares — an estimated $1.39M sold.

HRT Financial first reported a position in FXO in Q3 2015 and held it in 6 quarters. The position peaked at $1.39M in Q1 2026. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

HRT Financial reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
HRT Financial sold 24,652 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.39M.
HRT Financial first reported a position in First Trust Financials AlphaDEX Fund in Q3 2015 and held it in 6 quarters.
HRT Financial's First Trust Financials AlphaDEX Fund position peaked at $1.39M in Q1 2026.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.