BRWA
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B. Riley Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-44,605
Closed -$2.69M – 989
2025
Q4 		$2.69M Buy
44,605
+3,055
+7% +$180K 0.12% 166
2025
Q3 		$2.47M Sell
41,550
-1,837
-4% -$107K 0.11% 174
2025
Q2 		$2.43M Buy
+43,387
New +$2.27M 0.11% 181
2024
Q4 		$1.41M Buy
26,002
+20,230
+350% +$1.11M 0.05% 357
2024
Q3 		$293K Sell
5,772
-6,777
-54% -$334K 0.01% 965
2024
Q2 		$581K Sell
12,549
-51
-0.4% -$2.35K 0.01% 746
2024
Q1 		$477K Buy
12,600
+2,697
+27% +$120K 0.01% 816
2023
Q4 		$429K Sell
9,903
-2,697
-21% -$106K 0.01% 896
2023
Q3 		$477K Sell
12,600
-30,176
-71% -$1.19M 0.01% 816
2023
Q2 		$1.61M Sell
42,776
-8,509
-17% -$313K 0.04% 429
2023
Q1 		$1.91M Sell
51,285
-125,002
-71% -$5.28M 0.05% 353
2022
Q4 		$7.22M Buy
176,287
+35,063
+25% +$1.44M 0.2% 113
2022
Q3 		$5.2M Buy
141,224
+34,460
+32% +$1.4M 0.16% 142
2022
Q2 		$4.15M Buy
106,764
+95,728
+867% +$4.04M 0.17% 128
2022
Q1 		$507K Sell
11,036
-4,301
-28% -$198K 0.02% 739
2021
Q4 		$710K Buy
15,337
+2,553
+20% +$119K 0.02% 643
2021
Q3 		$566K Buy
+12,784
New +$566K 0.02% 719
2020
Q2 		– Sell
-103,078
Closed -$2.18M – 873
2020
Q1 		$2.18M Buy
+103,078
New +$3.08M 0.19% 129
2019
Q3 		– Sell
-6,605
Closed -$210K – 827
2019
Q2 		$210K Sell
6,605
-463
-7% -$14.5K 0.02% 696
2019
Q1 		$214K Sell
7,068
-28,206
-80% -$844K 0.03% 631
2018
Q4 		$953K Sell
35,274
-4,230
-11% -$125K 0.14% 159
2018
Q3 		$1.26M Sell
39,504
-128
-0.3% -$4.14K 0.15% 150
2018
Q2 		$1.24M Sell
39,632
-1,007
-2% -$31.7K 0.16% 150
2018
Q1 		$1.26M Sell
40,639
-9,336
-19% -$295K 0.18% 135
2017
Q4 		$1.57M Buy
+49,975
New +$1.53M 0.21% 123
2017
Q3 		– Sell
-58,049
Closed -$1.66M – 558
2017
Q2 		$1.66M Sell
58,049
-8,135
-12% -$226K 0.3% 95
2017
Q1 		$1.83M Sell
66,184
-1,656
-2% -$46K 0.37% 69
2016
Q4 		$1.83M Buy
67,840
+45,162
+199% +$1.15M 0.37% 69
2016
Q3 		$552K Sell
22,678
-462
-2% -$11.1K 0.11% 235
2016
Q2 		$536K Buy
23,140
+655
+3% +$15.2K 0.11% 236
2016
Q1 		$508K Sell
22,485
-311
-1% -$6.68K 0.12% 219
2015
Q4 		$530K Buy
22,796
+1,477
+7% +$34.8K 0.11% 232
2015
Q3 		$480K Buy
21,319
+3,084
+17% +$72.7K 0.12% 241
2015
Q2 		$433K Sell
18,235
-2,584
-12% -$61.9K 0.11% 241
2015
Q1 		$492K Buy
20,819
+6,319
+44% +$147K 0.12% 227
2014
Q4 		$337 Buy
14,500
+4,700
+48% +$106K 0.01% 1059
2014
Q3 		$214K Buy
9,800
+1,296
+15% +$28.8K 0.06% 487
2014
Q2 		$189K Buy
8,504
+2,454
+41% +$53.4K 0.04% 473
2014
Q1 		$132K Buy
6,050
+350
+6% +$7.49K 0.04% 533
2013
Q4 		$124K Buy
5,700
+300
+6% +$6.26K 0.04% 493
2013
Q3 		$107K Buy
5,400
+400
+8% +$7.86K 0.04% 526
2013
Q2 		$94K Buy
+5,000
New +$92.5K 0.03% 562

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Wealth Advisors's FXO Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 44,605 shares — an estimated $2.69M sold.

B. Riley Wealth Advisors first reported a position in FXO in Q2 2013 and held it in 42 quarters. The position peaked at $7.22M in Q4 2022. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 44,605 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $2.69M.
  • B. Riley Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and held it in 42 quarters.
  • B. Riley Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $7.22M in Q4 2022.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.