FFA
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Founders Financial Alliance’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Founders Financial Alliance’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 		$101K Sell
1,609
-38
-2% -$2.26K 0.01% 500
2026
Q1 		$92.5K Buy
1,647
+1,559
+1,772% +$92.5K 0.02% 458
2025
Q4 		$5.31K Sell
88
-1,663
-95% -$97.8K ﹤0.01% 548
2025
Q3 		$104K Buy
1,751
+1,702
+3,473% +$98.9K 0.02% 434
2025
Q2 		$2.75K Sell
49
-1,698
-97% -$88.9K ﹤0.01% 514
2025
Q1 		$92.6K Buy
1,747
+51
+3% +$2.79K 0.02% 389
2024
Q4 		$91.8K Hold
1,696
– – 0.03% 330
2024
Q3 		$86.7K Buy
1,696
+1
+0.1% +$49 0.02% 345
2024
Q2 		$78.5K Hold
1,695
– – 0.02% 339
2024
Q1 		$80.5K Hold
1,695
– – 0.02% 346
2023
Q4 		$73.4K Sell
1,695
-89
-5% -$3.48K 0.03% 313
2023
Q3 		$67.5K Sell
1,784
-2,735
-61% -$108K 0.03% 300
2023
Q2 		$170K Buy
4,519
+249
+6% +$9.16K 0.07% 263
2023
Q1 		$159K Buy
4,270
+2,218
+108% +$93.6K 0.08% 221
2022
Q4 		$84K Hold
2,052
– – 0.04% 281
2022
Q3 		$76K Hold
2,052
– – 0.04% 279
2022
Q2 		$80K Hold
2,052
– – 0.04% 283
2022
Q1 		$94K Hold
2,052
– – 0.04% 267
2021
Q4 		$95K Hold
2,052
– – 0.04% 303
2021
Q3 		$92K Sell
2,052
-24
-1% -$1.06K 0.04% 284
2021
Q2 		$92K Buy
2,076
+24
+1% +$1.06K 0.04% 303
2021
Q1 		$93K Sell
2,052
-2,573
-56% -$100K 0.05% 279
2020
Q4 		$158K Sell
4,625
-1,534
-25% -$47K 0.09% 214
2020
Q3 		$164K Buy
+6,159
New +$160K 0.1% 182

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Alliance's FXO Position: Q2 2026 in Review

Founders Financial Alliance reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 2.3% in Q2 2026, selling an estimated $2.26K and leaving 1,609 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #500.

Founders Financial Alliance first reported a position in FXO in Q3 2020 and has held it in 24 quarters since. The position peaked at $170K in Q2 2023. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Founders Financial Alliance held 1,609 shares of First Trust Financials AlphaDEX Fund worth $101K as of Q2 2026.
  • Founders Financial Alliance sold 38 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.26K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #500 holding.
  • Founders Financial Alliance first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's First Trust Financials AlphaDEX Fund position peaked at $170K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.