Park Square Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Park Square Financial Group’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	$4K	Hold	64	–	–	0.04%	136
2026 Q1	$3.6K	Hold	64	–	–	0.03%	174
2025 Q4	$3.46K	Hold	64	–	–	0.02%	201
2025 Q3	$3.8K	Sell	64 -198	-76%	-$11.5K	0.02%	207
2025 Q2	$14.7K	Sell	262 -2	-0.8%	-$105	0.01%	527
2025 Q1	$14K	Hold	264	–	–	0.01%	525
2024 Q4	$14.3K	Buy	+264	New	+$14.5K	0.01%	512

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Park Square Financial Group's FXO Position: Q2 2026 in Review

Park Square Financial Group held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 64 shares worth $4K. The position accounts for 0.04% of the portfolio, ranked #136.

Park Square Financial Group first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q2 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Park Square Financial Group held 64 shares of First Trust Financials AlphaDEX Fund worth $4K as of Q2 2026.
Park Square Financial Group left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.04% of Park Square Financial Group's portfolio in Q2 2026, its #136 holding.
Park Square Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Financials AlphaDEX Fund position peaked at $14.7K in Q2 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.