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Paller Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Paller 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 		$2.06M Sell
32,989
-5,494
-14% -$327K 1.54% 28
2026
Q1 		$2.16M Sell
38,483
-1,185
-3% -$70.3K 1.79% 25
2025
Q4 		$2.39M Buy
+39,668
New +$2.33M 1.92% 26

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

Paller Financial Services's FXO Position: Q2 2026 in Review

Paller Financial Services reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 14% in Q2 2026, selling an estimated $327K and leaving 32,989 shares worth $2.06M. The position accounts for 1.54% of the portfolio, ranked #28.

Paller Financial Services first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2025. 218 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Paller Financial Services held 32,989 shares of First Trust Financials AlphaDEX Fund worth $2.06M as of Q2 2026.
  • Paller Financial Services sold 5,494 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $327K.
  • First Trust Financials AlphaDEX Fund made up 1.54% of Paller Financial Services's portfolio in Q2 2026, its #28 holding.
  • Paller Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Paller Financial Services's First Trust Financials AlphaDEX Fund position peaked at $2.39M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.