Petix & Botte Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Petix & Botte Financial’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	$292K	Buy	4,672 +2,336	+100%	+$139K	0.06%	126
2026 Q1	$263K	Sell	2,336 -2,336	-50%	-$139K	0.06%	122
2025 Q4	$282K	Hold	4,672	–	–	0.06%	113
2025 Q3	$277K	Hold	4,672	–	–	0.06%	116
2025 Q2	$262K	Hold	4,672	–	–	0.06%	117
2025 Q1	$248K	Hold	4,672	–	–	0.07%	113
2024 Q4	$253K	Hold	4,672	–	–	0.07%	114
2024 Q3	$239K	Hold	4,672	–	–	0.06%	111
2024 Q2	$216K	Buy	+4,672	New	+$215K	0.06%	116
2024 Q1	–	Sell	-4,672	Closed	-$202K	–	145
2023 Q4	$202K	Buy	+4,672	New	+$183K	0.06%	120

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

Petix & Botte Financial's FXO Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Financials AlphaDEX Fund (FXO) stake by 100% in Q2 2026, buying an estimated $139K and bringing the position to 4,672 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #126.

Petix & Botte Financial first reported a position in FXO in Q4 2023 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Petix & Botte Financial held 4,672 shares of First Trust Financials AlphaDEX Fund worth $292K as of Q2 2026.
Petix & Botte Financial bought 2,336 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $139K.
First Trust Financials AlphaDEX Fund made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #126 holding.
Petix & Botte Financial first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.