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

MCF 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 Q2	$25K	Hold	400	–	–	﹤0.01%	844
2026 Q1	$22.5K	Hold	400	–	–	﹤0.01%	791
2025 Q4	$24.1K	Hold	400	–	–	﹤0.01%	656
2025 Q3	$23.8K	Hold	400	–	–	﹤0.01%	556
2025 Q2	$22.4K	Hold	400	–	–	﹤0.01%	540
2025 Q1	$21.2K	Hold	400	–	–	﹤0.01%	537
2024 Q4	$21.7K	Hold	400	–	–	﹤0.01%	546
2024 Q3	$20.5K	Hold	400	–	–	﹤0.01%	549
2024 Q2	$18.5K	Hold	400	–	–	﹤0.01%	554
2024 Q1	$19K	Hold	400	–	–	﹤0.01%	538
2023 Q4	$17.3K	Hold	400	–	–	﹤0.01%	529
2023 Q3	$15.1K	Hold	400	–	–	﹤0.01%	521
2023 Q2	$15.1K	Hold	400	–	–	﹤0.01%	511
2023 Q1	$14.9K	Hold	400	–	–	﹤0.01%	514
2022 Q4	$16.4K	Hold	400	–	–	﹤0.01%	473
2022 Q3	$15K	Hold	400	–	–	﹤0.01%	503
2022 Q2	$16K	Hold	400	–	–	﹤0.01%	467
2022 Q1	$18K	Buy	+400	New	+$18.4K	﹤0.01%	468
2021 Q4	–	Sell	-400	Closed	-$18K	–	283
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	426
2021 Q2	$17K	Hold	400	–	–	﹤0.01%	400
2021 Q1	$17K	Hold	400	–	–	﹤0.01%	383
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	368
2020 Q3	$10K	Buy	+400	New	+$10.4K	﹤0.01%	384

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

MCF Advisors's FXO Position: Q2 2026 in Review

MCF Advisors held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 400 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

MCF Advisors first reported a position in FXO in Q3 2020 and has held it in 23 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

MCF Advisors held 400 shares of First Trust Financials AlphaDEX Fund worth $25K as of Q2 2026.
MCF Advisors left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #844 holding.
MCF Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and has held it in 23 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.