Proactive Wealth Strategies’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Proactive Wealth Strategies’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 Q3	$3.93M	Sell	64,750 -6,824	-10%	-$443K	0.61%	48
2026 Q2	$4.47M	Sell	71,574 -5,855	-8%	-$349K	0.72%	40
2026 Q1	$4.35M	Buy	77,429 +37,098	+92%	+$2.2M	0.82%	39
2025 Q4	$2.43M	Sell	40,331 -258	-0.6%	-$15.2K	0.96%	35
2025 Q3	$2.41M	Sell	40,589 -184	-0.5%	-$10.7K	1.04%	34
2025 Q2	$2.29M	Buy	40,773 +116	+0.3%	+$6.07K	1.08%	31
2025 Q1	$2.16M	Sell	40,657 -733	-2%	-$40.1K	1.15%	31
2024 Q4	$2.24M	Buy	+41,390	New	+$2.27M	1.17%	29

Other funds holding FXO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Proactive Wealth Strategies's FXO Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 9.5% in Q3 2026, selling an estimated $443K and leaving 64,750 shares worth $3.93M. The position accounts for 0.61% of the portfolio, ranked #48.

Proactive Wealth Strategies first reported a position in FXO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.47M in Q2 2026. 172 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

Proactive Wealth Strategies held 64,750 shares of First Trust Financials AlphaDEX Fund worth $3.93M as of Q3 2026.
Proactive Wealth Strategies sold 6,824 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $443K.
First Trust Financials AlphaDEX Fund made up 0.61% of Proactive Wealth Strategies's portfolio in Q3 2026, its #48 holding.
Proactive Wealth Strategies first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's First Trust Financials AlphaDEX Fund position peaked at $4.47M in Q2 2026.
172 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.