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Beacon Pointe Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Beacon Pointe 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 		$242K Buy
4,301
+93
+2% +$5.52K ﹤0.01% 1648
2025
Q4 		$254K Hold
4,208
– – ﹤0.01% 1344
2025
Q3 		$250K Buy
4,208
+625
+17% +$36.3K ﹤0.01% 1246
2025
Q2 		$201K Buy
+3,583
New +$188K ﹤0.01% 1191
2022
Q2 		– Sell
-8,122
Closed -$373K – 1118
2022
Q1 		$373K Buy
8,122
+3,020
+59% +$139K 0.01% 900
2021
Q4 		$236K Sell
5,102
-220
-4% -$10.3K 0.01% 822
2021
Q3 		$236K Sell
5,322
-1,312
-20% -$58K 0.01% 795
2021
Q2 		$290K Buy
6,634
+455
+7% +$20.1K 0.01% 662
2021
Q1 		$256K Buy
6,179
+8
+0.1% +$311 0.02% 427
2020
Q4 		$212K Buy
+6,171
New +$189K 0.01% 458

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B 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 $564B 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 $431B 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