IFG Advisory’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

IFG Advisory’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	$25.3K	Buy	+405	New	+$24.1K	﹤0.01%	1570
2023 Q2	–	Sell	-6,848	Closed	-$256K	–	381
2023 Q1	$256K	Sell	6,848 -1,006	-13%	-$42.5K	0.02%	438
2022 Q4	$321K	Sell	7,854 -1	-0%	-$41	0.03%	385
2022 Q3	$289K	Sell	7,855 -388	-5%	-$15.8K	0.03%	419
2022 Q2	$320K	Buy	8,243 +1,224	+17%	+$51.6K	0.03%	365
2022 Q1	$322K	Buy	+7,019	New	+$324K	0.03%	381
2020 Q1	–	Sell	-6,686	Closed	-$224K	–	380
2019 Q4	$224K	Sell	6,686 -1,596	-19%	-$51.9K	0.04%	375
2019 Q3	$263K	Buy	+8,282	New	+$262K	0.05%	332

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

IFG Advisory's FXO Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 405 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FXO as recently as Q1 2023.

IFG Advisory first reported a position in FXO in Q3 2019 and has held it in 8 quarters since. The position peaked at $322K in Q1 2022. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

IFG Advisory held 405 shares of First Trust Financials AlphaDEX Fund worth $25.3K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1570 holding.
IFG Advisory first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and has held it in 8 quarters since.
IFG Advisory's First Trust Financials AlphaDEX Fund position peaked at $322K in Q1 2022.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.