TA
FXO icon

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

TrueWealth 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 		$785K Buy
12,564
+449
+4% +$26.7K 0.18% 109
2026
Q1 		$681K Buy
12,115
+791
+7% +$46.9K 0.17% 111
2025
Q4 		$683K Buy
11,324
+1,678
+17% +$98.7K 0.18% 104
2025
Q3 		$573K Buy
9,646
+376
+4% +$21.9K 0.16% 125
2025
Q2 		$520K Buy
9,270
+636
+7% +$33.3K 0.15% 122
2025
Q1 		$458K Buy
8,634
+2,440
+39% +$133K 0.15% 119
2024
Q4 		$335K Buy
+6,194
New +$339K 0.11% 156
2024
Q2 		– Sell
-6,859
Closed -$326K – 227
2024
Q1 		$326K Sell
6,859
-1,410
-17% -$62.5K 0.13% 136
2023
Q4 		$358K Sell
8,269
-2,948
-26% -$115K 0.14% 118
2023
Q3 		$424K Sell
11,217
-1,333
-11% -$52.7K 0.18% 95
2023
Q2 		$473K Sell
12,550
-21,127
-63% -$778K 0.19% 86
2023
Q1 		$1.26M Sell
33,677
-72,798
-68% -$3.07M 0.53% 43
2022
Q4 		$4.36M Buy
106,475
+2,929
+3% +$120K 1.91% 13
2022
Q3 		$3.81M Buy
103,546
+5,501
+6% +$224K 1.81% 13
2022
Q2 		$3.81M Buy
98,045
+18,586
+23% +$784K 1.77% 15
2022
Q1 		$3.68M Hold
79,459
– – 1.65% 17
2021
Q4 		$3.68M Buy
79,459
+7,431
+10% +$347K 1.65% 17
2021
Q3 		$3.19M Buy
72,028
+11,700
+19% +$518K 1.79% 15
2021
Q2 		$2.63M Buy
+60,328
New +$2.66M 1.54% 16

Other funds holding FXO

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return