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

OneDigital Investment 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 		$671K Buy
10,746
+105
+1% +$6.25K 0.01% 911
2026
Q1 		$598K Buy
10,641
+1,154
+12% +$68.5K 0.01% 873
2025
Q4 		$573K Sell
9,487
-4,552
-32% -$268K 0.01% 889
2025
Q3 		$834K Hold
14,039
– – 0.01% 729
2025
Q2 		$787K Buy
14,039
+21
+0.1% +$1.1K 0.01% 726
2025
Q1 		$743K Buy
14,018
+1,672
+14% +$91.5K 0.01% 714
2024
Q4 		$668K Buy
12,346
+2,660
+27% +$146K 0.01% 780
2024
Q3 		$495K Sell
9,686
-77
-0.8% -$3.79K 0.01% 943
2024
Q2 		$452K Sell
9,763
-1,842
-16% -$84.9K 0.01% 943
2024
Q1 		$551K Sell
11,605
-7,425
-39% -$329K 0.01% 708
2023
Q4 		$824K Buy
19,030
+1,201
+7% +$47K 0.01% 539
2023
Q3 		$674K Sell
17,829
-888
-5% -$35.1K 0.01% 541
2023
Q2 		$706K Sell
18,717
-679
-4% -$25K 0.02% 511
2023
Q1 		$724K Sell
19,396
-1,387
-7% -$58.5K 0.02% 491
2022
Q4 		$851K Buy
20,783
+59
+0.3% +$2.43K 0.02% 393
2022
Q3 		$763K Buy
20,724
+139
+0.7% +$5.67K 0.03% 358
2022
Q2 		$800K Sell
20,585
-240
-1% -$10.1K 0.03% 302
2022
Q1 		$956K Sell
20,825
-8,963
-30% -$413K 0.04% 281
2021
Q4 		$1.38M Buy
29,788
+333
+1% +$15.5K 0.05% 226
2021
Q3 		$1.3M Sell
29,455
-1,742
-6% -$77.1K 0.05% 217
2021
Q2 		$1.36M Buy
31,197
+9,146
+41% +$404K 0.06% 207
2021
Q1 		$917K Sell
22,051
-2,171
-9% -$84.4K 0.04% 262
2020
Q4 		$830K Buy
24,222
+448
+2% +$13.7K 0.04% 257
2020
Q3 		$603K Buy
23,774
+15,815
+199% +$412K 0.04% 277
2020
Q2 		$203K Buy
+7,959
New +$191K 0.01% 549

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

OneDigital Investment Advisors's FXO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.99% in Q2 2026, buying an estimated $6.25K and bringing the position to 10,746 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #911.

OneDigital Investment Advisors first reported a position in FXO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2021. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • OneDigital Investment Advisors held 10,746 shares of First Trust Financials AlphaDEX Fund worth $671K as of Q2 2026.
  • OneDigital Investment Advisors bought 105 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $6.25K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #911 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
  • OneDigital Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.38M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.