KA
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Kovack Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Kovack Advisors’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
Q1 		– Sell
-17,329
Closed -$1.05M – 1046
2025
Q4 		$1.05M Buy
17,329
+10,288
+146% +$605K 0.05% 352
2025
Q3 		$418K Buy
7,041
+454
+7% +$26.4K 0.04% 377
2025
Q2 		$369K Sell
6,587
-753
-10% -$39.4K 0.04% 403
2025
Q1 		$389K Sell
7,340
-797
-10% -$43.6K 0.04% 362
2024
Q4 		$440K Buy
+8,137
New +$446K 0.04% 339
2022
Q1 		– Sell
-7,670
Closed -$355K – 763
2021
Q4 		$355K Buy
+7,670
New +$358K 0.03% 476
2021
Q3 		– Sell
-6,877
Closed -$300K – 720
2021
Q2 		$300K Buy
+6,877
New +$304K 0.03% 521
2020
Q1 		– Sell
-7,700
Closed -$258K – 504
2019
Q4 		$258K Sell
7,700
-190
-2% -$6.18K 0.05% 392
2019
Q3 		$251K Buy
+7,890
New +$250K 0.05% 371
2018
Q1 		– Sell
-10,043
Closed -$315K – 508
2017
Q4 		$315K Sell
10,043
-1,469
-13% -$45K 0.08% 293
2017
Q3 		$342K Buy
+11,512
New +$334K 0.11% 214
2017
Q2 		– Sell
-13,344
Closed -$370K – 389
2017
Q1 		$370K Sell
13,344
-897
-6% -$24.9K 0.14% 167
2016
Q4 		$385K Sell
14,241
-483
-3% -$12.3K 0.18% 136
2016
Q3 		$358K Buy
+14,724
New +$355K 0.17% 142

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kovack Advisors's FXO Position: Q1 2026 in Review

Kovack Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 17,329 shares — an estimated $1.05M sold.

Kovack Advisors first reported a position in FXO in Q3 2016 and held it in 14 quarters. The position peaked at $1.05M in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Kovack Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 17,329 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $1.05M.
  • Kovack Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2016 and held it in 14 quarters.
  • Kovack Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.05M in Q4 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.