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

Destiny 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	–	Sell	-3,672	Closed	-$206K	–	503
2026 Q1	$206K	Hold	3,672	–	–	0.02%	223
2025 Q4	$223K	Hold	3,672	–	–	0.03%	196
2025 Q3	$218K	Hold	3,672	–	–	0.03%	190
2025 Q2	$206K	Buy	+3,672	New	+$192K	0.03%	184
2023 Q1	–	Sell	-3,672	Closed	-$150K	–	348
2022 Q4	$150K	Hold	3,672	–	–	0.03%	203
2022 Q3	$135K	Hold	3,672	–	–	0.03%	207
2022 Q2	$143K	Hold	3,672	–	–	0.03%	210
2022 Q1	$169K	Hold	3,672	–	–	0.03%	172
2021 Q4	$170K	Hold	3,672	–	–	0.03%	194
2021 Q3	$162K	Sell	3,672 -1,676	-31%	-$74.1K	0.03%	179
2021 Q2	$234K	Hold	5,348	–	–	0.04%	175
2021 Q1	$222K	Hold	5,348	–	–	0.05%	159
2020 Q4	$183K	Buy	+5,348	New	+$164K	0.04%	206

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

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

Destiny Wealth Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 3,672 shares — an estimated $206K sold.

Destiny Wealth Partners first reported a position in FXO in Q4 2020 and held it in 13 quarters. The position peaked at $234K in Q2 2021. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Destiny Wealth Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,672 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $206K.
Destiny Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
Destiny Wealth Partners's First Trust Financials AlphaDEX Fund position peaked at $234K in Q2 2021.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.