Envision Financial Transparency’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Envision Financial Transparency’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	$957K	Buy	+16,000	New	+$953K	0.82%	22

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

Envision Financial Transparency's FXO Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 16,000 shares worth $957K. The stake represents 0.82% of the portfolio and ranks #22 among its holdings.

220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Envision Financial Transparency held 16,000 shares of First Trust Financials AlphaDEX Fund worth $957K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Envision Financial Transparency position in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.82% of Envision Financial Transparency's portfolio in Q2 2026, its #22 holding.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.