Blueprint Investment Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Blueprint Investment Partners’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	0.1%	107
2025 Q1	–	Sell	-4,131	Closed	-$224K	–	136
2024 Q4	$224K	Buy	+4,131	New	+$226K	0.04%	183
2023 Q1	–	Sell	-38,626	Closed	-$1.58M	–	254
2022 Q4	$1.58M	Buy	38,626 +28,226	+271%	+$1.16M	0.34%	65
2022 Q3	$383K	Buy	+10,400	New	+$424K	0.1%	88

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 Investment Partners's FXO Position: Q2 2026 in Review

Blueprint Investment Partners opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 18,569 shares worth $1.16M. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in FXO as recently as Q4 2024.

Blueprint Investment Partners first reported a position in FXO in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2022. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Blueprint Investment Partners 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 Investment Partners position in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.1% of Blueprint Investment Partners's portfolio in Q2 2026, its #107 holding.
Blueprint Investment Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2022 and has held it in 4 quarters since.
Blueprint Investment Partners's First Trust Financials AlphaDEX Fund position peaked at $1.58M in Q4 2022.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.