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Plotkin Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Plotkin Financial Advisors’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 		$1.79M Sell
28,589
-3,731
-12% -$222K 0.74% 29
2026
Q1 		$1.82M Sell
32,320
-1,331
-4% -$79K 0.91% 24
2025
Q4 		$2.03M Sell
33,651
-82
-0.2% -$4.82K 0.99% 23
2025
Q3 		$2M Sell
33,733
-83
-0.2% -$4.82K 0.99% 23
2025
Q2 		$1.9M Sell
33,816
-466
-1% -$24.4K 1.05% 23
2025
Q1 		$1.82M Sell
34,282
-209
-0.6% -$11.4K 1.12% 19
2024
Q4 		$1.87M Sell
34,491
-295
-0.8% -$16.2K 1.11% 21
2024
Q3 		$1.78M Sell
34,786
-661
-2% -$32.5K 1.06% 22
2024
Q2 		$1.64M Sell
35,447
-1,353
-4% -$62.3K 1.06% 25
2024
Q1 		$1.75M Sell
36,800
-468
-1% -$20.8K 1.16% 23
2023
Q4 		$1.61M Sell
37,268
-792
-2% -$31K 1.23% 22
2023
Q3 		$1.44M Sell
38,060
-256
-0.7% -$10.1K 1.27% 23
2023
Q2 		$1.44M Sell
38,316
-4,019
-9% -$148K 1.2% 23
2023
Q1 		$1.58M Sell
42,335
-3,508
-8% -$148K 1.47% 21
2022
Q4 		$1.88M Sell
45,843
-1,290
-3% -$53K 1.91% 18
2022
Q3 		$1.73M Sell
47,133
-149
-0.3% -$6.07K 1.76% 18
2022
Q2 		$1.84M Sell
47,282
-1,974
-4% -$83.3K 1.75% 18
2022
Q1 		$2.26M Buy
49,256
+723
+1% +$33.3K 1.58% 17
2021
Q4 		$2.25M Sell
48,533
-6,969
-13% -$325K 1.42% 20
2021
Q3 		$2.46M Sell
55,502
-11,916
-18% -$527K 1.46% 20
2021
Q2 		$2.94M Buy
67,418
+23,575
+54% +$1.04M 1.63% 21
2021
Q1 		$1.82M Buy
+43,843
New +$1.7M 1.12% 27
2020
Q1 		– Sell
-115,395
Closed -$3.87M – 61
2019
Q4 		$3.87M Buy
+115,395
New +$3.75M 3.6% 10

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

Plotkin Financial Advisors's FXO Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 12% in Q2 2026, selling an estimated $222K and leaving 28,589 shares worth $1.79M. The position accounts for 0.74% of the portfolio, ranked #29.

Plotkin Financial Advisors first reported a position in FXO in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.87M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Plotkin Financial Advisors held 28,589 shares of First Trust Financials AlphaDEX Fund worth $1.79M as of Q2 2026.
  • Plotkin Financial Advisors sold 3,731 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $222K.
  • First Trust Financials AlphaDEX Fund made up 0.74% of Plotkin Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and has held it in 23 quarters since.
  • Plotkin Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $3.87M in Q4 2019.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.