Russell Investments Group
FXO icon

Russell Investments Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Russell Investments 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 		$32.7K Sell
523
-42
-7% -$2.5K ﹤0.01% 3722
2026
Q1 		$31.7K Hold
565
– – ﹤0.01% 3477
2025
Q4 		$34.1K Hold
565
– – ﹤0.01% 3439
2025
Q3 		$33.5K Buy
565
+22
+4% +$1.28K ﹤0.01% 3426
2025
Q2 		$30.4K Buy
543
+400
+280% +$20.9K ﹤0.01% 3105
2025
Q1 		$7.58K Sell
143
-6
-4% -$328 ﹤0.01% 3290
2024
Q4 		$8.06K Buy
149
+29
+24% +$1.59K ﹤0.01% 3188
2024
Q3 		$6.14K Buy
+120
New +$5.91K ﹤0.01% 3177

Other funds holding FXO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
Janney Montgomery Scott
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Russell Investments Group's FXO Position: Q2 2026 in Review

Russell Investments Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 7.4% in Q2 2026, selling an estimated $2.5K and leaving 523 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Russell Investments Group first reported a position in FXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.1K in Q4 2025. 147 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Russell Investments Group held 523 shares of First Trust Financials AlphaDEX Fund worth $32.7K as of Q2 2026.
  • Russell Investments Group sold 42 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.5K.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3722 holding.
  • Russell Investments Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
  • Russell Investments Group's First Trust Financials AlphaDEX Fund position peaked at $34.1K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.