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McCarley & Cook Financial Planners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$23.1K Hold
381
– – 0.02% 126
2026
Q2 		$23.8K Hold
381
– – 0.02% 121
2026
Q1 		$21.4K Hold
381
– – 0.02% 125
2025
Q4 		$23K Buy
+381
New +$22.4K 0.02% 109

Other funds holding FXO

TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

McCarley & Cook Financial Planners's FXO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2026 at 381 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #126.

McCarley & Cook Financial Planners first reported a position in FXO in Q4 2025 and has held it in 4 quarters since. The position peaked at $23.8K in Q2 2026. 48 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • McCarley & Cook Financial Planners held 381 shares of First Trust Financials AlphaDEX Fund worth $23.1K as of Q3 2026.
  • McCarley & Cook Financial Planners left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Financials AlphaDEX Fund made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #126 holding.
  • McCarley & Cook Financial Planners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's First Trust Financials AlphaDEX Fund position peaked at $23.8K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.