Israel Englander’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Israel Englander’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	-3,986	Closed	-$224K	–	6055
2026 Q1	$224K	Buy	+3,986	New	+$237K	﹤0.01%	5135
2025 Q1	–	Sell	-3,887	Closed	-$210K	–	6037
2024 Q4	$210K	Buy	+3,887	New	+$213K	﹤0.01%	5279
2023 Q3	–	Sell	-32,314	Closed	-$1.22M	–	6265
2023 Q2	$1.22M	Sell	32,314 -319,300	-91%	-$11.8M	﹤0.01%	3883
2023 Q1	$13.1M	Buy	+351,614	New	+$14.8M	0.01%	1701

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Israel Englander's FXO Position: Q2 2026 in Review

Israel Englander sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 3,986 shares — an estimated $224K sold.

Israel Englander first reported a position in FXO in Q1 2023 and held it in 4 quarters. The position peaked at $13.1M in Q1 2023. 219 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Israel Englander reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Israel Englander sold 3,986 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $224K.
Israel Englander first reported a position in First Trust Financials AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
Israel Englander's First Trust Financials AlphaDEX Fund position peaked at $13.1M in Q1 2023.
219 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.