Cyndeo Wealth Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Cyndeo Wealth 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	$1.95M	Buy	31,199 +4,539	+17%	+$270K	0.09%	190
2026 Q1	$1.5M	Sell	26,660 -1,855	-7%	-$110K	0.08%	198
2025 Q4	$1.72M	Sell	28,515 -822	-3%	-$48.3K	0.09%	183
2025 Q3	$1.74M	Sell	29,337 -971	-3%	-$56.4K	0.1%	179
2025 Q2	$1.7M	Sell	30,308 -2,458	-8%	-$129K	0.1%	177
2025 Q1	$1.74M	Buy	32,766 +4,494	+16%	+$246K	0.11%	176
2024 Q4	$1.53M	Buy	+28,272	New	+$1.55M	0.1%	183

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

Cyndeo Wealth Partners's FXO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Financials AlphaDEX Fund (FXO) stake by 17% in Q2 2026, buying an estimated $270K and bringing the position to 31,199 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #190.

Cyndeo Wealth Partners first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Cyndeo Wealth Partners held 31,199 shares of First Trust Financials AlphaDEX Fund worth $1.95M as of Q2 2026.
Cyndeo Wealth Partners bought 4,539 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $270K.
First Trust Financials AlphaDEX Fund made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #190 holding.
Cyndeo Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.