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EPG Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-265
Closed -$14.1K – 360
2025
Q1 		$14.1K Buy
265
+1
+0.4% +$55 ﹤0.01% 355
2024
Q4 		$14.3K Buy
264
+2
+0.8% +$110 ﹤0.01% 357
2024
Q3 		$13.4K Buy
+262
New +$12.9K ﹤0.01% 361
2024
Q2 		– Sell
-259
Closed -$11.9K – 385
2024
Q1 		$12.3K Buy
259
+1
+0.4% +$44 ﹤0.01% 381
2023
Q4 		$11.1K Sell
258
-97
-27% -$3.8K ﹤0.01% 369
2023
Q3 		$13.4K Buy
355
+3
+0.9% +$118 ﹤0.01% 355
2023
Q2 		$13.3K Buy
352
+3
+0.9% +$110 ﹤0.01% 345
2023
Q1 		$13K Buy
349
+2
+0.6% +$84 ﹤0.01% 354
2022
Q4 		$14.2K Buy
347
+3
+0.9% +$123 0.01% 317
2022
Q3 		$13K Buy
+344
New +$14K 0.01% 324
2022
Q2 		– Sell
-339
Closed -$16K – 274
2022
Q1 		$16K Buy
339
+1
+0.3% +$46 0.01% 338
2021
Q4 		$16K Buy
338
+2
+0.6% +$93 0.01% 342
2021
Q3 		$15K Buy
+336
New +$14.9K 0.01% 318
2020
Q2 		– Sell
-323
Closed -$7K – 368
2020
Q1 		$7K Buy
+323
New +$9.66K 0.01% 534

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

EPG Wealth Management's FXO Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 265 shares — an estimated $14.1K sold.

EPG Wealth Management first reported a position in FXO in Q1 2020 and held it in 14 quarters. The position peaked at $16K in Q1 2022. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 265 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $14.1K.
  • EPG Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2020 and held it in 14 quarters.
  • EPG Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $16K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.