Blueprint Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Blueprint Financial 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 Q2	$1.16M	Buy	+18,569	New	+$1.11M	0.13%	92

Other funds holding FXO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blueprint Financial Advisors's FXO Position: Q2 2026 in Review

Blueprint Financial Advisors opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 18,569 shares worth $1.16M. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Blueprint Financial Advisors held 18,569 shares of First Trust Financials AlphaDEX Fund worth $1.16M as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Blueprint Financial Advisors position in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.13% of Blueprint Financial Advisors's portfolio in Q2 2026, its #92 holding.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.