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

StoneX 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 		$417K Buy
+6,843
New +$408K 0.02% 645
2026
Q1 		– Sell
-29,743
Closed -$1.79M – 1043
2025
Q4 		$1.79M Sell
29,743
-1,584
-5% -$93.1K 0.08% 202
2025
Q3 		$1.86M Sell
31,327
-1,044
-3% -$60.7K 0.08% 203
2025
Q2 		$1.81M Buy
32,371
+1,134
+4% +$59.4K 0.09% 197
2025
Q1 		$1.66M Buy
31,237
+811
+3% +$44.4K 0.09% 201
2024
Q4 		$1.65M Buy
+30,426
New +$1.67M 0.09% 196
2023
Q3 		– Sell
-6,949
Closed -$262K – 677
2023
Q2 		$262K Sell
6,949
-1,562
-18% -$57.5K 0.03% 449
2023
Q1 		$318K Buy
8,511
+169
+2% +$7.13K 0.03% 395
2022
Q4 		$342K Sell
8,342
-63
-0.7% -$2.59K 0.04% 353
2022
Q3 		$309K Sell
8,405
-3,664
-30% -$149K 0.04% 358
2022
Q2 		$469K Sell
12,069
-3,021
-20% -$127K 0.06% 302
2022
Q1 		$693K Sell
15,090
-183
-1% -$8.44K 0.06% 289
2021
Q4 		$707K Buy
15,273
+96
+0.6% +$4.48K 0.08% 232
2021
Q3 		$672K Buy
15,177
+463
+3% +$20.5K 0.1% 207
2021
Q2 		$643K Buy
14,714
+2,016
+16% +$89K 0.1% 209
2021
Q1 		$528K Buy
+12,698
New +$494K 0.09% 210
2020
Q1 		– Sell
-14,211
Closed -$476K – 273
2019
Q4 		$476K Buy
14,211
+2,386
+20% +$77.6K 0.19% 153
2019
Q3 		$376K Buy
+11,825
New +$374K 0.23% 147

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

StoneX Group's FXO Position: Q2 2026 in Review

StoneX Group opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 6,843 shares worth $417K. The stake represents 0.02% of the portfolio and ranks #645 among its holdings. This is a return to the name: StoneX Group previously reported a position in FXO as recently as Q4 2025.

StoneX Group first reported a position in FXO in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.86M in Q3 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • StoneX Group held 6,843 shares of First Trust Financials AlphaDEX Fund worth $417K as of Q2 2026.
  • First Trust Financials AlphaDEX Fund was a new StoneX Group position in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up 0.02% of StoneX Group's portfolio in Q2 2026, its #645 holding.
  • StoneX Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and has held it in 18 quarters since.
  • StoneX Group's First Trust Financials AlphaDEX Fund position peaked at $1.86M in Q3 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.