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Peak Planning Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Peak Planning 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 		$2.07M Sell
33,121
-65
-0.2% -$3.87K 0.47% 34
2026
Q1 		$1.86M Sell
33,186
-235
-0.7% -$13.9K 0.52% 34
2025
Q4 		$2.02M Buy
+33,421
New +$1.96M 0.57% 30
2025
Q2 		– Sell
-33,026
Closed -$1.75M – 105
2025
Q1 		$1.75M Buy
33,026
+118
+0.4% +$6.45K 0.74% 25
2024
Q4 		$1.78M Buy
32,908
+139
+0.4% +$7.62K 0.74% 23
2024
Q3 		$1.68M Sell
32,769
-21
-0.1% -$1.03K 0.73% 27
2024
Q2 		$1.52M Buy
32,790
+433
+1% +$19.9K 0.75% 26
2024
Q1 		$1.54M Buy
32,357
+295
+0.9% +$13.1K 0.96% 23
2023
Q4 		$1.39M Sell
32,062
-592
-2% -$23.2K 1% 24
2023
Q3 		$1.24M Sell
32,654
-47
-0.1% -$1.86K 0.97% 24
2023
Q2 		$1.23M Sell
32,701
-281
-0.9% -$10.3K 0.92% 23
2023
Q1 		$1.23M Sell
32,982
-6
-0% -$253 1% 24
2022
Q4 		$1.35M Buy
32,988
+79
+0.2% +$3.25K 1.19% 22
2022
Q3 		$1.21M Sell
32,909
-252
-0.8% -$10.3K 1.12% 24
2022
Q2 		$1.29M Buy
+33,161
New +$1.4M 1.08% 22
2021
Q4 		$1.48M Sell
32,018
-95
-0.3% -$4.43K 1.09% 20
2021
Q3 		$1.42M Buy
+32,113
New +$1.42M 1.22% 18
2021
Q1 		$1.09M Buy
26,089
+4,514
+21% +$175K 1.06% 21
2020
Q4 		$740K Buy
21,575
+767
+4% +$23.5K 0.84% 24
2020
Q3 		$528K Buy
+20,808
New +$542K 0.74% 28

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

Peak Planning Group's FXO Position: Q2 2026 in Review

Peak Planning Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 0.2% in Q2 2026, selling an estimated $3.87K and leaving 33,121 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #34.

Peak Planning Group first reported a position in FXO in Q3 2020 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Peak Planning Group held 33,121 shares of First Trust Financials AlphaDEX Fund worth $2.07M as of Q2 2026.
  • Peak Planning Group sold 65 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $3.87K.
  • First Trust Financials AlphaDEX Fund made up 0.47% of Peak Planning Group's portfolio in Q2 2026, its #34 holding.
  • Peak Planning Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.