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United Capital Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

United Capital Financial 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 		$258K Sell
4,128
-1,009
-20% -$60.1K ﹤0.01% 1429
2026
Q1 		$289K Buy
5,137
+1,513
+42% +$89.8K ﹤0.01% 1368
2025
Q4 		$219K Hold
3,624
– – ﹤0.01% 1292
2025
Q3 		$215K Hold
3,624
– – ﹤0.01% 1133
2025
Q2 		$203K Buy
+3,624
New +$190K ﹤0.01% 1050
2023
Q2 		– Sell
-7,137
Closed -$266K – 926
2023
Q1 		$266K Sell
7,137
-8,546
-54% -$361K ﹤0.01% 853
2022
Q4 		$642K Sell
15,683
-1,745
-10% -$71.7K ﹤0.01% 717
2022
Q3 		$642K Sell
17,428
-5,050
-22% -$206K ﹤0.01% 707
2022
Q2 		$873K Sell
22,478
-1,325
-6% -$55.9K ﹤0.01% 661
2022
Q1 		$1.09M Hold
23,803
– – 0.01% 644
2021
Q4 		$1.1M Sell
23,803
-2,950
-11% -$138K 0.01% 655
2021
Q3 		$1.18M Buy
26,753
+1,320
+5% +$58.4K 0.01% 631
2021
Q2 		$1.11M Buy
25,433
+184
+0.7% +$8.12K 0.01% 667
2021
Q1 		$1.05M Buy
25,249
+16
+0.1% +$622 0.01% 656
2020
Q4 		$865K Sell
25,233
-4,020
-14% -$123K 0.01% 713
2020
Q3 		$742K Sell
29,253
-5,200
-15% -$135K ﹤0.01% 736
2020
Q2 		$878K Sell
34,453
-9,216
-21% -$221K 0.01% 700
2020
Q1 		$923K Sell
43,669
-77,655
-64% -$2.32M 0.01% 652
2019
Q4 		$4.07M Buy
121,324
+2,113
+2% +$68.7K 0.03% 463
2019
Q3 		$3.79M Buy
119,211
+1,767
+2% +$55.9K 0.03% 475
2019
Q2 		$3.72M Buy
117,444
+2,983
+3% +$93.1K 0.02% 476
2019
Q1 		$3.46M Sell
114,461
-3,912
-3% -$117K 0.02% 480
2018
Q4 		$3.2M Buy
118,373
+14,988
+14% +$443K 0.03% 457
2018
Q3 		$3.31M Buy
103,385
+56,596
+121% +$1.83M 0.02% 504
2018
Q2 		$1.47M Sell
46,789
-1,125
-2% -$35.5K 0.01% 665
2018
Q1 		$1.49M Sell
47,914
-3,863
-7% -$122K 0.01% 664
2017
Q4 		$1.62M Sell
51,777
-9,615
-16% -$295K 0.01% 654
2017
Q3 		$1.82M Sell
61,392
-1,124
-2% -$32.6K 0.02% 604
2017
Q2 		$1.79M Sell
62,516
-83,809
-57% -$2.33M 0.02% 604
2017
Q1 		$4.05M Sell
146,325
-36,571
-20% -$1.02M 0.04% 404
2016
Q4 		$4.94M Sell
182,896
-70,497
-28% -$1.8M 0.05% 371
2016
Q3 		$6.16M Sell
253,393
-35,044
-12% -$844K 0.06% 348
2016
Q2 		$6.63M Sell
288,437
-37,189
-11% -$861K 0.07% 322
2016
Q1 		$7.36M Buy
325,626
+40,384
+14% +$868K 0.08% 263
2015
Q4 		$6.61M Sell
285,242
-29,338
-9% -$692K 0.08% 281
2015
Q3 		$7.06M Sell
314,580
-7,713
-2% -$182K 0.08% 252
2015
Q2 		$7.65M Sell
322,293
-16,334
-5% -$391K 0.09% 264
2015
Q1 		$7.96M Buy
+338,627
New +$7.86M 0.1% 261

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

United Capital Financial Advisors's FXO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 20% in Q2 2026, selling an estimated $60.1K and leaving 4,128 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

United Capital Financial Advisors first reported a position in FXO in Q1 2015 and has held it in 38 quarters since. The position peaked at $7.96M in Q1 2015. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • United Capital Financial Advisors held 4,128 shares of First Trust Financials AlphaDEX Fund worth $258K as of Q2 2026.
  • United Capital Financial Advisors sold 1,009 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $60.1K.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1429 holding.
  • United Capital Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q1 2015 and has held it in 38 quarters since.
  • United Capital Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $7.96M in Q1 2015.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.