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Nova Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Nova Wealth Management’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 		$284K Sell
4,546
-107
-2% -$6.37K 0.16% 121
2026
Q1 		$261K Sell
4,653
-65
-1% -$3.86K 0.17% 116
2025
Q4 		$285K Buy
4,718
+16
+0.3% +$941 0.2% 107
2025
Q3 		$279K Sell
4,702
-8
-0.2% -$465 0.2% 106
2025
Q2 		$264K Buy
4,710
+19
+0.4% +$995 0.19% 113
2025
Q1 		$249K Sell
4,691
-354
-7% -$19.4K 0.21% 105
2024
Q4 		$273K Buy
+5,045
New +$276K 0.24% 96

Other funds holding FXO

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Nova Wealth Management's FXO Position: Q2 2026 in Review

Nova Wealth Management reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 2.3% in Q2 2026, selling an estimated $6.37K and leaving 4,546 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #121.

Nova Wealth Management first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 28 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Nova Wealth Management held 4,546 shares of First Trust Financials AlphaDEX Fund worth $284K as of Q2 2026.
  • Nova Wealth Management sold 107 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $6.37K.
  • First Trust Financials AlphaDEX Fund made up 0.16% of Nova Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Nova Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $285K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.