REAP Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

REAP Financial Group’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	$51.8K	Sell	829 -415	-33%	-$24.7K	0.01%	298
2026 Q1	$69.9K	Buy	1,244 +10	+0.8%	+$593	0.01%	252
2025 Q4	$74.5K	Sell	1,234 -381	-24%	-$22.4K	0.02%	242
2025 Q3	$95.9K	Sell	1,615 -179	-10%	-$10.4K	0.02%	189
2025 Q2	$101K	Sell	1,794 -1,159	-39%	-$60.7K	0.02%	177
2025 Q1	$156K	Sell	2,953 -594	-17%	-$32.5K	0.04%	114
2024 Q4	$192K	Buy	3,547 +10	+0.3%	+$548	0.05%	112
2024 Q3	$181K	Sell	3,537 -1,011	-22%	-$49.8K	0.04%	121
2024 Q2	$211K	Sell	4,548 -813	-15%	-$37.5K	0.06%	110
2024 Q1	$255K	Buy	5,361 +176	+3%	+$7.81K	0.07%	110
2023 Q4	$224K	Buy	+5,185	New	+$203K	0.07%	127

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

REAP Financial Group's FXO Position: Q2 2026 in Review

REAP Financial Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 33% in Q2 2026, selling an estimated $24.7K and leaving 829 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #298.

REAP Financial Group first reported a position in FXO in Q4 2023 and has held it in 11 quarters since. The position peaked at $255K in Q1 2024. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

REAP Financial Group held 829 shares of First Trust Financials AlphaDEX Fund worth $51.8K as of Q2 2026.
REAP Financial Group sold 415 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $24.7K.
First Trust Financials AlphaDEX Fund made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #298 holding.
REAP Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's First Trust Financials AlphaDEX Fund position peaked at $255K in Q1 2024.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.