Signature Estate & Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Signature Estate & 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 Q2	$358K	Sell	5,735 -1,460	-20%	-$87K	0.01%	512
2026 Q1	$404K	Buy	7,195 +27	+0.4%	+$1.6K	0.01%	464
2025 Q4	$433K	Sell	7,168 -63	-0.9%	-$3.7K	0.01%	414
2025 Q3	$429K	Sell	7,231 -330	-4%	-$19.2K	0.01%	416
2025 Q2	$424K	Sell	7,561 -480	-6%	-$25.1K	0.01%	396
2025 Q1	$426K	Sell	8,041 -97	-1%	-$5.31K	0.01%	371
2024 Q4	$440K	Buy	8,138 +374	+5%	+$20.5K	0.01%	350
2024 Q3	$397K	Sell	7,764 -512	-6%	-$25.2K	0.01%	359
2024 Q2	$383K	Buy	+8,276	New	+$381K	0.01%	343

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

Signature Estate & Investment Advisors's FXO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 20% in Q2 2026, selling an estimated $87K and leaving 5,735 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #512.

Signature Estate & Investment Advisors first reported a position in FXO in Q2 2024 and has held it in 9 quarters since. The position peaked at $440K in Q4 2024. 126 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Signature Estate & Investment Advisors held 5,735 shares of First Trust Financials AlphaDEX Fund worth $358K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,460 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $87K.
First Trust Financials AlphaDEX Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #512 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $440K in Q4 2024.
126 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.