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	0.43%	53
2025 Q3	$1.98M	Sell	33,308 -2,009	-6%	-$117K	0.44%	56
2025 Q2	$1.98M	Sell	35,317 -1,130	-3%	-$59.2K	0.5%	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	0.46%	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	0.47%	42
2022 Q4	$1.01M	Buy	+24,682	New	+$1.01M	0.6%	35

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Garden State Investment Advisory Services's FXO Position: Q1 2026 in Review

Garden State Investment Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 32,298 shares — an estimated $1.95M sold.

Garden State Investment Advisory Services first reported a position in FXO in Q4 2022 and held it in 8 quarters. The position peaked at $1.98M in Q2 2025. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Garden State Investment Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Garden State Investment Advisory Services sold 32,298 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $1.95M.
Garden State Investment Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 8 quarters.
Garden State Investment Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $1.98M in Q2 2025.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.