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Atria Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Atria Investments’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
Q1 		– Sell
-8,321
Closed -$502K – 2089
2025
Q4 		$502K Sell
8,321
-4,994
-38% -$294K 0.01% 1443
2025
Q3 		$791K Sell
13,315
-11,499
-46% -$668K 0.01% 1172
2025
Q2 		$1.39M Sell
24,814
-243
-1% -$12.7K 0.02% 888
2025
Q1 		$1.33M Buy
25,057
+3,440
+16% +$188K 0.02% 888
2024
Q4 		$1.17M Buy
21,617
+826
+4% +$45.3K 0.01% 901
2024
Q3 		$1.06M Buy
20,791
+11,170
+116% +$550K 0.01% 939
2024
Q2 		$445K Buy
+9,621
New +$443K 0.01% 1362
2022
Q3 		– Sell
-31,434
Closed -$1.22M – 761
2022
Q2 		$1.22M Buy
+31,434
New +$1.33M 0.03% 672
2022
Q1 		– Sell
-24,917
Closed -$1.15M – 887
2021
Q4 		$1.15M Buy
+24,917
New +$1.16M 0.02% 777
2018
Q3 		– Sell
-11,786
Closed -$369K – 998
2018
Q2 		$369K Sell
11,786
-934
-7% -$29.4K 0.02% 667
2018
Q1 		$395K Sell
12,720
-5,958
-32% -$188K 0.02% 589
2017
Q4 		$585K Buy
18,678
+3,392
+22% +$104K 0.03% 455
2017
Q3 		$454K Buy
+15,286
New +$444K 0.02% 477
2017
Q2 		– Sell
-18,309
Closed -$507K – 767
2017
Q1 		$507K Buy
18,309
+6,168
+51% +$171K 0.03% 394
2016
Q4 		$328K Sell
12,141
-59,334
-83% -$1.51M 0.03% 442
2016
Q3 		$1.74M Buy
71,475
+15,171
+27% +$365K 0.16% 116
2016
Q2 		$1.3M Sell
56,304
-333
-0.6% -$7.71K 0.14% 133
2016
Q1 		$1.28M Sell
56,637
-8,953
-14% -$192K 0.15% 109
2015
Q4 		$1.43M Buy
+65,590
New +$1.55M 0.16% 94
2015
Q3 		– Sell
-30,276
Closed -$718K – 370
2015
Q2 		$718K Buy
+30,276
New +$725K 0.08% 186
2014
Q2 		– Sell
-9,440
Closed -$206K – 438
2014
Q1 		$206K Buy
+9,440
New +$202K 0.02% 413

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atria Investments's FXO Position: Q1 2026 in Review

Atria Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 8,321 shares — an estimated $502K sold.

Atria Investments first reported a position in FXO in Q1 2014 and held it in 21 quarters. The position peaked at $1.74M in Q3 2016. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Atria Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 8,321 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $502K.
  • Atria Investments first reported a position in First Trust Financials AlphaDEX Fund in Q1 2014 and held it in 21 quarters.
  • Atria Investments's First Trust Financials AlphaDEX Fund position peaked at $1.74M in Q3 2016.
  • 222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.