Coppell Advisory Solutions’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Coppell Advisory 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
2026 Q1	–	Sell	-3,894	Closed	-$237K	–	155
2025 Q4	$237K	Buy	3,894 +97	+3%	+$5.7K	0.02%	358
2025 Q3	$226K	Sell	3,797 -38	-1%	-$2.21K	0.02%	368
2025 Q2	$213K	Buy	+3,835	New	+$201K	0.03%	346
2025 Q1	–	Sell	-3,828	Closed	-$207K	–	908
2024 Q4	$207K	Sell	3,828 -15,824	-81%	-$867K	0.03%	269
2024 Q3	$1M	Sell	19,652 -2,084	-10%	-$103K	0.15%	122
2024 Q2	$1.01M	Buy	+21,736	New	+$1M	0.17%	113
2023 Q4	$120K	Buy	2,768 +2,460	+799%	+$96.3K	0.02%	332
2023 Q3	$12.6K	Sell	308 -119,368	-100%	-$4.71M	﹤0.01%	576
2023 Q2	$4.51M	Buy	119,676 +106,815	+831%	+$3.93M	1.27%	14
2023 Q1	$473K	Buy	12,861 +12,553	+4,076%	+$530K	0.16%	127
2022 Q4	$12.6K	Buy	+308	New	+$12.7K	﹤0.01%	579

Other funds holding FXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coppell Advisory Solutions's FXO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 3,894 shares — an estimated $237K sold.

Coppell Advisory Solutions first reported a position in FXO in Q4 2022 and held it in 11 quarters. The position peaked at $4.51M in Q2 2023. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,894 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $237K.
Coppell Advisory Solutions first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 11 quarters.
Coppell Advisory Solutions's First Trust Financials AlphaDEX Fund position peaked at $4.51M in Q2 2023.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.