John Overdeck’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

John Overdeck’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	$4.38M	Sell	70,200 -133,900	-66%	-$7.98M	﹤0.01%	2265
2026 Q1	$11.5M	Buy	204,100 +142,300	+230%	+$8.44M	0.01%	1317
2025 Q4	$3.73M	Sell	61,800 -42,700	-41%	-$2.51M	0.01%	1953
2025 Q3	$6.21M	Buy	104,500 +21,100	+25%	+$1.23M	0.01%	1291
2025 Q2	$4.68M	Buy	+83,400	New	+$4.37M	0.01%	1259
2024 Q4	–	Sell	-38,700	Closed	-$1.98M	–	3302
2024 Q3	$1.98M	Buy	+38,700	New	+$1.91M	﹤0.01%	1689
2024 Q1	–	Sell	-7,400	Closed	-$320K	–	3137
2023 Q4	$320K	Buy	+7,400	New	+$290K	﹤0.01%	2671

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

John Overdeck's FXO Position: Q2 2026 in Review

John Overdeck reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 66% in Q2 2026, selling an estimated $7.98M and leaving 70,200 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

John Overdeck first reported a position in FXO in Q4 2023 and has held it in 7 quarters since. The position peaked at $11.5M in Q1 2026. 219 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

John Overdeck held 70,200 shares of First Trust Financials AlphaDEX Fund worth $4.38M as of Q2 2026.
John Overdeck sold 133,900 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $7.98M.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2265 holding.
John Overdeck first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 7 quarters since.
John Overdeck's First Trust Financials AlphaDEX Fund position peaked at $11.5M in Q1 2026.
219 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.