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

Sanctuary 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 Q2	$1.26M	Sell	20,191 -365	-2%	-$21.7K	0.01%	1317
2026 Q1	$1.16M	Sell	20,556 -499	-2%	-$29.6K	0.01%	1252
2025 Q4	$1.27M	Sell	21,055 -2,513	-11%	-$148K	0.01%	1188
2025 Q3	$1.4M	Sell	23,568 -98	-0.4%	-$5.7K	0.01%	1103
2025 Q2	$1.33M	Sell	23,666 -280	-1%	-$14.7K	0.01%	1055
2025 Q1	$1.27M	Sell	23,946 -1,193	-5%	-$65.3K	0.01%	1017
2024 Q4	$1.44M	Buy	25,139 +1,260	+5%	+$69K	0.01%	1045
2024 Q3	$1.39M	Buy	23,879 +13,424	+128%	+$661K	0.01%	1085
2024 Q2	$474K	Buy	+10,455	New	+$482K	﹤0.01%	1678

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

Sanctuary Advisors's FXO Position: Q2 2026 in Review

Sanctuary Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 1.8% in Q2 2026, selling an estimated $21.7K and leaving 20,191 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1317.

Sanctuary Advisors first reported a position in FXO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Sanctuary Advisors held 20,191 shares of First Trust Financials AlphaDEX Fund worth $1.26M as of Q2 2026.
Sanctuary Advisors sold 365 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $21.7K.
First Trust Financials AlphaDEX Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1317 holding.
Sanctuary Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.44M in Q4 2024.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.