1858 Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

1858 Wealth Management’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
2025 Q3	$1.83M	Buy	30,863 +11,580	+60%	+$673K	1.29%	26
2025 Q2	$1.08M	Buy	19,283 +955	+5%	+$50K	0.8%	36
2025 Q1	$971K	Buy	18,328 +388	+2%	+$21.2K	0.82%	35
2024 Q4	$971K	Buy	17,940 +515	+3%	+$28.2K	0.77%	39
2024 Q3	$891K	Buy	17,425 +1,630	+10%	+$80.3K	0.73%	38
2024 Q2	$731K	Buy	15,795 +1,413	+10%	+$65.1K	0.61%	52
2024 Q1	$623K	Hold	14,382	–	–	0.59%	53
2023 Q4	$623K	Buy	+14,382	New	+$563K	0.59%	53

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

1858 Wealth Management's FXO Position: Q3 2025 in Review

1858 Wealth Management increased its First Trust Financials AlphaDEX Fund (FXO) stake by 60% in Q3 2025, buying an estimated $673K and bringing the position to 30,863 shares worth $1.83M. The position accounts for 1.29% of the portfolio, ranked #26.

1858 Wealth Management first reported a position in FXO in Q4 2023 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

1858 Wealth Management held 30,863 shares of First Trust Financials AlphaDEX Fund worth $1.83M as of Q3 2025.
1858 Wealth Management bought 11,580 First Trust Financials AlphaDEX Fund shares in Q3 2025, an estimated $673K.
First Trust Financials AlphaDEX Fund made up 1.29% of 1858 Wealth Management's portfolio in Q3 2025, its #26 holding.
1858 Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.