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FXO icon

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

NewEdge 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 		$2.8M Sell
44,832
-17,152
-28% -$1.02M 0.01% 1041
2026
Q1 		$3.48M Sell
61,984
-267,490
-81% -$15.9M 0.01% 840
2025
Q4 		$19.9M Sell
329,474
-46,371
-12% -$2.73M 0.07% 251
2025
Q3 		$22.3M Sell
375,845
-12,105
-3% -$704K 0.1% 201
2025
Q2 		$21.7M Buy
387,950
+19,002
+5% +$995K 0.11% 185
2025
Q1 		$19.6M Buy
368,948
+40,380
+12% +$2.21M 0.12% 185
2024
Q4 		$17.8M Buy
328,568
+315,630
+2,440% +$17.3M 0.11% 190
2024
Q3 		$662K Buy
12,938
+1,988
+18% +$97.9K ﹤0.01% 1306
2024
Q2 		$507K Buy
10,950
+5,777
+112% +$266K ﹤0.01% 1417
2024
Q1 		$246K Buy
5,173
+2,643
+104% +$117K ﹤0.01% 1736
2023
Q4 		$110K Sell
2,530
-2,228
-47% -$87.2K ﹤0.01% 1912
2023
Q3 		$180K Sell
4,758
-2,369
-33% -$93.6K ﹤0.01% 1664
2023
Q2 		$269K Sell
7,127
-2,465
-26% -$90.7K ﹤0.01% 1503
2023
Q1 		$358K Sell
9,592
-17,648
-65% -$745K ﹤0.01% 1286
2022
Q4 		$39.1K Buy
27,240
+6,692
+33% +$275K ﹤0.01% 1826
2022
Q3 		$756K Buy
20,548
+5,117
+33% +$209K 0.01% 768
2022
Q2 		$599K Buy
+15,431
New +$651K 0.01% 901
2022
Q1 		– Sell
-4,878
Closed -$226K – 1338
2021
Q4 		$226K Buy
+4,878
New +$228K ﹤0.01% 1470
2020
Q2 		– Sell
-15,213
Closed -$322K – 897
2020
Q1 		$322K Sell
15,213
-202,952
-93% -$6.07M 0.02% 580
2019
Q4 		$7.31M Buy
218,165
+6,660
+3% +$216K 0.29% 90
2019
Q3 		$6.73M Buy
+211,505
New +$6.69M 0.3% 87

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's FXO Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 28% in Q2 2026, selling an estimated $1.02M and leaving 44,832 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1041.

NewEdge Advisors first reported a position in FXO in Q3 2019 and has held it in 21 quarters since. The position peaked at $22.3M in Q3 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • NewEdge Advisors held 44,832 shares of First Trust Financials AlphaDEX Fund worth $2.8M as of Q2 2026.
  • NewEdge Advisors sold 17,152 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.02M.
  • First Trust Financials AlphaDEX Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1041 holding.
  • NewEdge Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and has held it in 21 quarters since.
  • NewEdge Advisors's First Trust Financials AlphaDEX Fund position peaked at $22.3M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

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