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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
Q2 		– Sell
-12,771
Closed -$718K – 1271
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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Advisor Alliance's FXO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 12,771 shares — an estimated $718K sold.

Independent Advisor Alliance first reported a position in FXO in Q1 2017 and held it in 14 quarters. The position peaked at $6.08M in Q4 2024. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,771 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $718K.
  • Independent Advisor Alliance first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and held it in 14 quarters.
  • 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 Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.