TradeWell Securities’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

TradeWell Securities’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 Q3	$10.2M	Buy	169,009 +7,655	+5%	+$497K	3.46%	6
2026 Q2	$10.1M	Buy	161,354 +12,046	+8%	+$718K	3.6%	6
2026 Q1	$8.37M	Buy	149,308 +15,795	+12%	+$937K	3.53%	6
2025 Q4	$8.06M	Buy	133,513 +14,428	+12%	+$848K	3.14%	8
2025 Q3	$6.99M	Buy	119,085 +12,254	+11%	+$712K	2.94%	7
2025 Q2	$5.99M	Buy	106,831 +3,426	+3%	+$179K	2.86%	9
2025 Q1	$5.48M	Buy	103,405 +3,077	+3%	+$168K	3.02%	8
2024 Q4	$5.43M	Buy	+100,328	New	+$5.5M	2.81%	9

Other funds holding FXO

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

TradeWell Securities's FXO Position: Q3 2026 in Review

TradeWell Securities increased its First Trust Financials AlphaDEX Fund (FXO) stake by 4.7% in Q3 2026, buying an estimated $497K and bringing the position to 169,009 shares worth $10.2M. The position accounts for 3.46% of the portfolio, ranked #6.

TradeWell Securities first reported a position in FXO in Q4 2024 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

TradeWell Securities held 169,009 shares of First Trust Financials AlphaDEX Fund worth $10.2M as of Q3 2026.
TradeWell Securities bought 7,655 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $497K.
First Trust Financials AlphaDEX Fund made up 3.46% of TradeWell Securities's portfolio in Q3 2026, its #6 holding.
TradeWell Securities first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
74 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.