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Index Technologies Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Index Technologies 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
2026
Q2 		$237K Sell
3,789
-9
-0.2% -$536 0.19% 135
2026
Q1 		$213K Buy
3,798
+460
+14% +$27.3K 0.23% 133
2025
Q4 		$201K Buy
+3,338
New +$196K 0.21% 142

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

Index Technologies Group's FXO Position: Q2 2026 in Review

Index Technologies Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 0.24% in Q2 2026, selling an estimated $536 and leaving 3,789 shares worth $237K. The position accounts for 0.19% of the portfolio, ranked #135.

Index Technologies Group first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Index Technologies Group held 3,789 shares of First Trust Financials AlphaDEX Fund worth $237K as of Q2 2026.
  • Index Technologies Group sold 9 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $536.
  • First Trust Financials AlphaDEX Fund made up 0.19% of Index Technologies Group's portfolio in Q2 2026, its #135 holding.
  • Index Technologies Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Index Technologies Group's 13F filing for Q2 2026, filed 14 Aug 2026.