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

Atria Wealth Solutions’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 Q2	$1.27M	Buy	22,581 +1,742	+8%	+$91.2K	0.03%	557
2025 Q1	$1.1M	Buy	20,839 +1,583	+8%	+$86.6K	0.01%	845
2024 Q4	$1.04M	Buy	+19,256	New	+$1.06M	0.01%	912
2024 Q2	–	Sell	-4,437	Closed	-$211K	–	1984
2024 Q1	$211K	Buy	+4,437	New	+$197K	﹤0.01%	1795

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Atria Wealth Solutions's FXO Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Financials AlphaDEX Fund (FXO) stake by 8.4% in Q2 2025, buying an estimated $91.2K and bringing the position to 22,581 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #557.

Atria Wealth Solutions first reported a position in FXO in Q1 2024 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

Atria Wealth Solutions held 22,581 shares of First Trust Financials AlphaDEX Fund worth $1.27M as of Q2 2025.
Atria Wealth Solutions bought 1,742 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $91.2K.
First Trust Financials AlphaDEX Fund made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #557 holding.
Atria Wealth Solutions first reported a position in First Trust Financials AlphaDEX Fund in Q1 2024 and has held it in 4 quarters since.
229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.