Independent Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Independent Financial Group’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
2024 Q2	–	Sell	-6,215	Closed	-$295K	–	1113
2024 Q1	$295K	Sell	6,215 -738	-11%	-$32.7K	0.01%	791
2023 Q4	$301K	Sell	6,953 -18,020	-72%	-$705K	0.02%	722
2023 Q3	$945K	Sell	24,973 -21,064	-46%	-$832K	0.06%	330
2023 Q2	$1.74M	Sell	46,037 -2,023	-4%	-$74.5K	0.12%	189
2023 Q1	$1.79M	Buy	48,060 +2,750	+6%	+$116K	0.14%	161
2022 Q4	$1.86M	Sell	45,310 -548	-1%	-$22.5K	0.16%	125
2022 Q3	$1.69M	Buy	45,858 +2,560	+6%	+$104K	0.15%	127
2022 Q2	$1.68M	Buy	43,298 +4,850	+13%	+$205K	0.18%	136
2022 Q1	$1.77M	Sell	38,448 -2,089	-5%	-$96.3K	0.14%	145
2021 Q4	$1.88M	Buy	+40,537	New	+$1.89M	0.16%	135

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Financial Group's FXO Position: Q2 2024 in Review

Independent Financial Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2024, closing a stake of 6,215 shares — an estimated $295K sold.

Independent Financial Group first reported a position in FXO in Q4 2021 and held it in 10 quarters. The position peaked at $1.88M in Q4 2021. 184 funds tracked by Wall St. Rank hold FXO as of Q2 2024.

Independent Financial Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Independent Financial Group sold 6,215 First Trust Financials AlphaDEX Fund shares in Q2 2024, an estimated $295K.
Independent Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Independent Financial Group's First Trust Financials AlphaDEX Fund position peaked at $1.88M in Q4 2021.
184 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.