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Realta Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Realta Investment 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
Q3 		$51 Hold
1
– – ﹤0.01% 354
2026
Q2 		$53 Hold
1
– – ﹤0.01% 373
2026
Q1 		$47 Sell
1
-12,516
-100% -$743K ﹤0.01% 362
2025
Q4 		$755K Buy
12,517
+163
+1% +$9.58K 0.25% 90
2025
Q3 		$734K Buy
12,354
+31
+0.3% +$1.8K 0.25% 84
2025
Q2 		$691K Buy
12,323
+899
+8% +$47.1K 0.27% 79
2025
Q1 		$605K Buy
11,424
+11,059
+3,030% +$605K 0.28% 87
2024
Q4 		$19.9K Buy
+365
New +$20K 0.01% 279
2024
Q3 		– Sell
-313
Closed -$14.5K – 501
2024
Q2 		$14.5K Buy
313
+1
+0.3% +$46 ﹤0.01% 646
2024
Q1 		$14.8K Buy
+312
New +$13.8K ﹤0.01% 667
2023
Q4 		– Sell
-2,009
Closed -$75.7K – 552
2023
Q3 		$75.7K Hold
2,009
– – 0.02% 487
2023
Q2 		$75.7K Sell
2,009
-9,351
-82% -$344K 0.02% 517
2023
Q1 		$424K Buy
11,360
+9,354
+466% +$395K 0.1% 230
2022
Q4 		$82.2K Buy
2,006
+1
+0% +$41 0.02% 507
2022
Q3 		$74K Buy
+2,005
New +$81.7K 0.02% 490
2020
Q1 		– Sell
-11,491
Closed -$383K – 711
2019
Q4 		$383K Buy
11,491
+1,349
+13% +$43.8K 0.1% 223
2019
Q3 		$324K Buy
10,142
+9,675
+2,072% +$306K 0.09% 246
2019
Q2 		$15K Buy
+467
New +$14.6K ﹤0.01% 1032

Other funds holding FXO

PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Realta Investment Advisors's FXO Position: Q3 2026 in Review

Realta Investment Advisors held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2026 at 1 share worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Realta Investment Advisors first reported a position in FXO in Q2 2019 and has held it in 18 quarters since. The position peaked at $755K in Q4 2025. 23 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • Realta Investment Advisors held 1 share of First Trust Financials AlphaDEX Fund worth $51 as of Q3 2026.
  • Realta Investment Advisors left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #354 holding.
  • Realta Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and has held it in 18 quarters since.
  • Realta Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $755K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.