CFD
FXO icon

Creative Financial Designs’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Creative Financial Designs’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 		$105K Buy
1,864
+27
+1% +$1.6K 0.01% 674
2025
Q4 		$111K Buy
1,837
+35
+2% +$2.06K 0.01% 633
2025
Q3 		$107K Buy
1,802
+807
+81% +$46.9K 0.01% 629
2025
Q2 		$55.8K Buy
+995
New +$52.1K ﹤0.01% 835
2023
Q2 		– Sell
-20
Closed -$747 – 1492
2023
Q1 		$747 Hold
20
– – ﹤0.01% 1324
2022
Q4 		$819 Hold
20
– – ﹤0.01% 1218
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1227
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1186
2022
Q1 		$1K Buy
+20
New +$922 ﹤0.01% 1206
2020
Q1 		– Sell
-139
Closed -$5K – 529
2019
Q4 		$5K Buy
139
+10
+8% +$325 ﹤0.01% 465
2019
Q3 		$4K Buy
+129
New +$4.08K ﹤0.01% 493

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