IA
FXO icon

IFP Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

IFP Advisors’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 		$1.45M Buy
23,208
+385
+2% +$22.9K 0.03% 595
2026
Q1 		$1.28M Sell
22,823
-1,122
-5% -$66.6K 0.03% 588
2025
Q4 		$1.45M Sell
23,945
-162
-0.7% -$9.52K 0.03% 523
2025
Q3 		$1.43M Sell
24,107
-905
-4% -$52.6K 0.04% 481
2025
Q2 		$1.4M Sell
25,012
-147
-0.6% -$7.7K 0.04% 463
2025
Q1 		$1.33M Buy
25,159
+5,837
+30% +$319K 0.04% 469
2024
Q4 		$1.05M Buy
19,322
+8,004
+71% +$439K 0.03% 514
2024
Q3 		$579K Buy
11,318
+5,983
+112% +$295K 0.02% 638
2024
Q2 		$247K Buy
5,335
+55
+1% +$2.53K 0.01% 935
2024
Q1 		$251K Hold
5,280
– – 0.01% 888
2023
Q4 		$229K Sell
5,280
-246
-4% -$9.63K 0.01% 890
2023
Q3 		$209K Sell
5,526
-396
-7% -$15.6K 0.01% 943
2023
Q2 		$223K Buy
5,922
+225
+4% +$8.28K 0.01% 964
2023
Q1 		$182K Sell
5,697
-7,115
-56% -$300K 0.01% 983
2022
Q4 		$408K Sell
12,812
-2,981
-19% -$123K 0.01% 988
2022
Q3 		$503K Hold
15,793
– – 0.01% 935
2022
Q2 		$503K Hold
15,793
– – 0.02% 854
2022
Q1 		$503K Buy
15,793
+9,144
+138% +$422K 0.02% 854
2021
Q4 		$308K Sell
6,649
-303
-4% -$14.1K 0.01% 770
2021
Q3 		$309K Sell
6,952
-151,523
-96% -$6.7M 0.01% 756
2021
Q2 		$6.92M Buy
158,475
+153,926
+3,384% +$6.8M 0.14% 85
2021
Q1 		$188K Buy
4,549
+4
+0.1% +$155 ﹤0.01% 865
2020
Q4 		$157K Sell
4,545
-22
-0.5% -$673 0.01% 913
2020
Q3 		$115K Sell
4,567
-692
-13% -$18K 0.01% 924
2020
Q2 		$132K Buy
5,259
+115
+2% +$2.76K 0.01% 818
2020
Q1 		$114K Sell
5,144
-285
-5% -$8.53K 0.01% 774
2019
Q4 		$180K Sell
5,429
-12,214
-69% -$397K 0.01% 699
2019
Q3 		$558K Buy
+17,643
New +$558K 0.04% 459
2019
Q1 		$965K Buy
31,838
+119
+0.4% +$3.56K 0.13% 167
2018
Q4 		$851K Sell
31,719
-6,664
-17% -$197K 0.05% 386
2018
Q3 		$1.23M Buy
38,383
+2,399
+7% +$77.5K 0.05% 373
2018
Q2 		$1.13M Sell
35,984
-14,943
-29% -$471K 0.05% 388
2018
Q1 		$1.59M Hold
50,927
– – 0.07% 283
2017
Q4 		$1.59M Buy
50,927
+12,699
+33% +$389K 0.07% 284
2017
Q3 		$1.14M Buy
38,228
+1,163
+3% +$33.8K 0.05% 405
2017
Q2 		$1.06M Sell
37,065
-16,304
-31% -$454K 0.04% 420
2017
Q1 		$1.48M Buy
53,369
+26,154
+96% +$727K 0.06% 320
2016
Q4 		$736K Buy
27,215
+7,507
+38% +$191K 0.04% 476
2016
Q3 		$479K Sell
19,708
-2,908
-13% -$70K 0.02% 578
2016
Q2 		$523K Sell
22,616
-9,222
-29% -$214K 0.03% 531
2016
Q1 		$965K Buy
31,838
+12,957
+69% +$278K 0.13% 167
2015
Q4 		$438K Buy
+18,881
New +$445K 0.03% 534

Other funds holding FXO

PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

IFP Advisors's FXO Position: Q2 2026 in Review

IFP Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.7% in Q2 2026, buying an estimated $22.9K and bringing the position to 23,208 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #595.

IFP Advisors first reported a position in FXO in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.92M in Q2 2021. 52 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • IFP Advisors held 23,208 shares of First Trust Financials AlphaDEX Fund worth $1.45M as of Q2 2026.
  • IFP Advisors bought 385 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $22.9K.
  • First Trust Financials AlphaDEX Fund made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #595 holding.
  • IFP Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Financials AlphaDEX Fund position peaked at $6.92M in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.