Key Financial Inc’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Key Financial Inc’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	$3.31K	Hold	53	–	–	﹤0.01%	1091
2026 Q1	$2.98K	Hold	53	–	–	﹤0.01%	1122
2025 Q4	$3.2K	Hold	53	–	–	﹤0.01%	1112
2025 Q3	$3.11K	Hold	53	–	–	﹤0.01%	1132
2025 Q2	$2.97K	Hold	53	–	–	﹤0.01%	1130
2025 Q1	$2.81K	Hold	53	–	–	﹤0.01%	1105
2024 Q4	$2.87K	Hold	53	–	–	﹤0.01%	1102
2024 Q3	$2.71K	Hold	53	–	–	﹤0.01%	1076
2024 Q2	$2.45K	Hold	53	–	–	﹤0.01%	1079
2024 Q1	$2.52K	Hold	53	–	–	﹤0.01%	1069
2023 Q4	$2.29K	Hold	53	–	–	﹤0.01%	1083
2023 Q3	$2K	Hold	53	–	–	﹤0.01%	1114
2023 Q2	$2K	Hold	53	–	–	﹤0.01%	1163
2023 Q1	$1.98K	Hold	53	–	–	﹤0.01%	959
2022 Q4	$1.95K	Hold	53	–	–	﹤0.01%	957
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	946
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	933
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	922
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	819
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	802
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	768
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	680
2020 Q4	$2K	Buy	+53	New	+$1.62K	﹤0.01%	642
2020 Q2	–	Sell	-53	Closed	-$1K	–	296
2020 Q1	$1K	Buy	+53	New	+$1.59K	﹤0.01%	641

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

Key Financial Inc's FXO Position: Q2 2026 in Review

Key Financial Inc held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 53 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Key Financial Inc first reported a position in FXO in Q1 2020 and has held it in 24 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Key Financial Inc held 53 shares of First Trust Financials AlphaDEX Fund worth $3.31K as of Q2 2026.
Key Financial Inc left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1091 holding.
Key Financial Inc first reported a position in First Trust Financials AlphaDEX Fund in Q1 2020 and has held it in 24 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.