PCFFS
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Pacific Center for Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Pacific Center for Financial Services’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 		– Sell
-60
Closed -$3.37K – 507
2026
Q1 		$3.37K Buy
+60
New +$3.56K ﹤0.01% 409

Other funds holding FXO

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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

Pacific Center for Financial Services's FXO Position: Q2 2026 in Review

Pacific Center for Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 60 shares — an estimated $3.37K sold.

Pacific Center for Financial Services first reported a position in FXO in Q1 2026 and held it in 1 quarter. The position peaked at $3.37K in Q1 2026. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Pacific Center for Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Center for Financial Services sold 60 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $3.37K.
  • Pacific Center for Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Pacific Center for Financial Services's First Trust Financials AlphaDEX Fund position peaked at $3.37K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.