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Fourth Dimension Wealth’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Fourth Dimension Wealth’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
-100
Closed -$5.3K – 618
2025
Q1 		$5.3K Hold
100
– – ﹤0.01% 489
2024
Q4 		$5.41K Buy
+100
New +$5.48K ﹤0.01% 497

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

Fourth Dimension Wealth's FXO Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 100 shares — an estimated $5.3K sold.

Fourth Dimension Wealth first reported a position in FXO in Q4 2024 and held it in 2 quarters. The position peaked at $5.41K in Q4 2024. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 100 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $5.3K.
  • Fourth Dimension Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's First Trust Financials AlphaDEX Fund position peaked at $5.41K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

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