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

Mercer Global 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	$1.68M	Sell	26,910 -12,705	-32%	-$757K	﹤0.01%	1451
2026 Q1	$2.23M	Buy	39,615 +10,735	+37%	+$637K	﹤0.01%	1147
2025 Q4	$1.74M	Buy	+28,880	New	+$1.7M	﹤0.01%	1176
2023 Q3	–	Sell	-9,840	Closed	-$371K	–	1991
2023 Q2	$371K	Buy	+9,840	New	+$362K	﹤0.01%	1385
2023 Q1	–	Sell	-26,714	Closed	-$1.09M	–	1982
2022 Q4	$1.09M	Buy	+26,714	New	+$1.1M	0.01%	882

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

Mercer Global Advisors's FXO Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 32% in Q2 2026, selling an estimated $757K and leaving 26,910 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Mercer Global Advisors first reported a position in FXO in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.23M in Q1 2026. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Mercer Global Advisors held 26,910 shares of First Trust Financials AlphaDEX Fund worth $1.68M as of Q2 2026.
Mercer Global Advisors sold 12,705 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $757K.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1451 holding.
Mercer Global Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and has held it in 5 quarters since.
Mercer Global Advisors's First Trust Financials AlphaDEX Fund position peaked at $2.23M in Q1 2026.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.