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Independent Advisor Alliance’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Independent Advisor Alliance’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
Q1 		$718K Buy
+12,771
New +$758K 0.01% 982
2025
Q1 		– Sell
-112,271
Closed -$6.08M – 1015
2024
Q4 		$6.08M Buy
+112,271
New +$6.15M 0.08% 236
2024
Q3 		– Sell
-90,414
Closed -$4.19M – 728
2024
Q2 		$4.19M Sell
90,414
-3,743
-4% -$172K 0.14% 123
2024
Q1 		$4.47M Sell
94,157
-10,601
-10% -$470K 0.16% 111
2023
Q4 		$4.53M Buy
104,758
+675
+0.6% +$26.4K 0.16% 107
2023
Q3 		$3.94M Buy
104,083
+1,348
+1% +$53.2K 0.18% 104
2023
Q2 		$3.87M Buy
102,735
+22,536
+28% +$829K 0.17% 111
2023
Q1 		$2.99M Buy
80,199
+7,587
+10% +$320K 0.14% 134
2022
Q4 		$2.97M Buy
+72,612
New +$2.99M 1.02% 14
2021
Q4 		– Sell
-33,407
Closed -$1.48M – 692
2021
Q3 		$1.48M Buy
+33,407
New +$1.48M 0.08% 196
2020
Q1 		– Sell
-85,883
Closed -$2.88M – 566
2019
Q4 		$2.88M Buy
+85,883
New +$2.79M 0.13% 176
2018
Q4 		– Sell
-14,837
Closed – – 428
2018
Q3 		$0 Buy
14,837
+1,307
+10% +$42.2K ﹤0.01% 388
2018
Q2 		$0 Buy
+13,530
New +$427K ﹤0.01% 370
2017
Q2 		– Sell
-27,614
Closed -$754K – 289
2017
Q1 		$754K Buy
+27,614
New +$767K 0.12% 195

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independent Advisor Alliance's FXO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q1 2026: 12,771 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FXO as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FXO in Q1 2017 and has held it in 14 quarters since. The position peaked at $6.08M in Q4 2024. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Independent Advisor Alliance held 12,771 shares of First Trust Financials AlphaDEX Fund worth $718K as of Q1 2026.
  • First Trust Financials AlphaDEX Fund was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #982 holding.
  • Independent Advisor Alliance first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and has held it in 14 quarters since.
  • Independent Advisor Alliance's First Trust Financials AlphaDEX Fund position peaked at $6.08M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.