Corient Private Wealth
FXO icon

Corient Private Wealth’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Corient Private Wealth’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
2025
Q3 		– Sell
-4,858
Closed -$272K – 2603
2025
Q2 		$272K Buy
4,858
+653
+16% +$34.2K ﹤0.01% 2048
2025
Q1 		$223K Buy
4,205
+20
+0.5% +$1.09K ﹤0.01% 2009
2024
Q4 		$227K Sell
4,185
-343
-8% -$18.8K ﹤0.01% 2051
2024
Q3 		$232K Buy
+4,528
New +$223K ﹤0.01% 2149

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Corient Private Wealth's FXO Position: Q3 2025 in Review

Corient Private Wealth sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2025, closing a stake of 4,858 shares — an estimated $272K sold.

Corient Private Wealth first reported a position in FXO in Q3 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

  • Corient Private Wealth reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 4,858 First Trust Financials AlphaDEX Fund shares in Q3 2025, an estimated $272K.
  • Corient Private Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q3 2024 and held it in 4 quarters.
  • Corient Private Wealth's First Trust Financials AlphaDEX Fund position peaked at $272K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.