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 Q2	$66K	Sell	1,057 -807	-43%	-$48.1K	﹤0.01%	924
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	–	1488
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	–	514
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 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

Creative Financial Designs's FXO Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 43% in Q2 2026, selling an estimated $48.1K and leaving 1,057 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Creative Financial Designs first reported a position in FXO in Q3 2019 and has held it in 12 quarters since. The position peaked at $111K in Q4 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Creative Financial Designs held 1,057 shares of First Trust Financials AlphaDEX Fund worth $66K as of Q2 2026.
Creative Financial Designs sold 807 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $48.1K.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #924 holding.
Creative Financial Designs first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and has held it in 12 quarters since.
Creative Financial Designs's First Trust Financials AlphaDEX Fund position peaked at $111K in Q4 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.