TS Financial Group (TSFG)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

TS Financial Group (TSFG)’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	$8K	Buy	128 +1	+0.8%	+$60	﹤0.01%	637
2026 Q1	$7K	Hold	127	–	–	﹤0.01%	623
2025 Q4	$8K	Buy	127 +1	+0.8%	+$59	﹤0.01%	595
2025 Q3	$7K	Hold	126	–	–	﹤0.01%	619
2025 Q2	$7K	Buy	126 +1	+0.8%	+$52	﹤0.01%	593
2025 Q1	$7K	Hold	125	–	–	﹤0.01%	578
2024 Q4	$7K	Buy	125 +1	+0.8%	+$55	﹤0.01%	527
2024 Q3	$6K	Hold	124	–	–	﹤0.01%	561
2024 Q2	$6K	Buy	124 +1	+0.8%	+$46	﹤0.01%	547
2024 Q1	$6K	Buy	123 +16	+15%	+$710	﹤0.01%	536
2023 Q4	$5K	Hold	107	–	–	﹤0.01%	589
2023 Q3	$4K	Sell	107 -706	-87%	-$27.9K	﹤0.01%	690
2023 Q2	$31K	Sell	813 -32,236	-98%	-$1.19M	0.01%	357
2023 Q1	$1.23M	Buy	+33,049	New	+$1.39M	0.46%	48

Other funds holding FXO

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

TS Financial Group (TSFG)'s FXO Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.79% in Q2 2026, buying an estimated $60 and bringing the position to 128 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

TS Financial Group (TSFG) first reported a position in FXO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2023. 77 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

TS Financial Group (TSFG) held 128 shares of First Trust Financials AlphaDEX Fund worth $8K as of Q2 2026.
TS Financial Group (TSFG) bought 1 First Trust Financials AlphaDEX Fund share in Q2 2026, an estimated $60.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #637 holding.
TS Financial Group (TSFG) first reported a position in First Trust Financials AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
TS Financial Group (TSFG)'s First Trust Financials AlphaDEX Fund position peaked at $1.23M in Q1 2023.
77 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.