Hurley Capital’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hurley Capital’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 Q3	$61.7K	Hold	1,017	–	–	0.03%	178
2026 Q2	$63.5K	Hold	1,017	–	–	0.03%	165
2026 Q1	$57.1K	Hold	1,017	–	–	0.03%	166
2025 Q4	$61.4K	Hold	1,017	–	–	0.03%	157
2025 Q3	$60.4K	Hold	1,017	–	–	0.03%	178
2025 Q2	$57K	Sell	1,017 -25	-2%	-$1.31K	0.04%	148
2025 Q1	$55.2K	Buy	+1,042	New	+$57K	0.04%	162

Other funds holding FXO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Hurley Capital's FXO Position: Q3 2026 in Review

Hurley Capital held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2026 at 1,017 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #178.

Hurley Capital first reported a position in FXO in Q1 2025 and has held it in 7 quarters since. The position peaked at $63.5K in Q2 2026. 126 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

Hurley Capital held 1,017 shares of First Trust Financials AlphaDEX Fund worth $61.7K as of Q3 2026.
Hurley Capital left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Financials AlphaDEX Fund made up 0.03% of Hurley Capital's portfolio in Q3 2026, its #178 holding.
Hurley Capital first reported a position in First Trust Financials AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
Hurley Capital's First Trust Financials AlphaDEX Fund position peaked at $63.5K in Q2 2026.
126 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.