GSIAS
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Garden State Investment Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Garden State Investment Advisory Services’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
Q1 		– Sell
-32,298
Closed -$1.95M – 351
2025
Q4 		$1.95M Sell
32,298
-1,010
-3% -$59.4K 0.46% 53
2025
Q3 		$1.98M Sell
33,308
-2,009
-6% -$117K 0.5% 56
2025
Q2 		$1.98M Sell
35,317
-1,130
-3% -$59.2K 0.54% 51
2025
Q1 		$1.93M Buy
36,447
+7,940
+28% +$434K 0.62% 48
2024
Q4 		$1.54M Buy
28,507
+6,882
+32% +$377K 0.47% 52
2024
Q3 		$1.11M Buy
+21,625
New +$1.06M 0.35% 61
2023
Q2 		– Sell
-29,373
Closed -$1.1M – 244
2023
Q1 		$1.1M Buy
29,373
+4,691
+19% +$198K 0.56% 42
2022
Q4 		$1.01M Buy
+24,682
New +$1.01M 0.6% 35

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return