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 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	$2.15M	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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Proactive Wealth Strategies's FXO Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 7.6% in Q2 2026, selling an estimated $349K and leaving 71,574 shares worth $4.47M. The position accounts for 0.72% of the portfolio, ranked #40.

Proactive Wealth Strategies first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Proactive Wealth Strategies held 71,574 shares of First Trust Financials AlphaDEX Fund worth $4.47M as of Q2 2026.
Proactive Wealth Strategies sold 5,855 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $349K.
First Trust Financials AlphaDEX Fund made up 0.72% of Proactive Wealth Strategies's portfolio in Q2 2026, its #40 holding.
Proactive Wealth Strategies first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.