Perryman Financial Advisory’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Perryman Financial Advisory’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	$9.77M	Buy	156,419 +2,838	+2%	+$169K	1.3%	24
2026 Q1	$8.63M	Sell	153,581 -1,778	-1%	-$106K	1.29%	24
2025 Q4	$9.38M	Buy	+155,359	New	+$9.13M	1.38%	16

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

Perryman Financial Advisory's FXO Position: Q2 2026 in Review

Perryman Financial Advisory increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.8% in Q2 2026, buying an estimated $169K and bringing the position to 156,419 shares worth $9.77M. The position accounts for 1.3% of the portfolio, ranked #24.

Perryman Financial Advisory first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Perryman Financial Advisory held 156,419 shares of First Trust Financials AlphaDEX Fund worth $9.77M as of Q2 2026.
Perryman Financial Advisory bought 2,838 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $169K.
First Trust Financials AlphaDEX Fund made up 1.3% of Perryman Financial Advisory's portfolio in Q2 2026, its #24 holding.
Perryman Financial Advisory first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.