Gateway Wealth Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Gateway Wealth Partners’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	-7,173	Closed	-$433K	–	929
2025 Q4	$433K	Sell	7,173 -400	-5%	-$23.5K	0.05%	300
2025 Q3	$450K	Sell	7,573 -378	-5%	-$22K	0.06%	258
2025 Q2	$446K	Sell	7,951 -254	-3%	-$13.3K	0.08%	214
2025 Q1	$435K	Buy	8,205 +3,322	+68%	+$182K	0.1%	201
2024 Q4	$264K	Sell	4,883 -1,191	-20%	-$65.3K	0.07%	245
2024 Q3	$311K	Sell	6,074 -18	-0.3%	-$886	0.09%	206
2024 Q2	$282K	Sell	6,092 -466	-7%	-$21.5K	0.09%	209
2024 Q1	$312K	Sell	6,558 -99	-1%	-$4.39K	0.11%	171
2023 Q4	$288K	Buy	6,657 +1,184	+22%	+$46.3K	0.12%	161
2023 Q3	$207K	Buy	+5,473	New	+$216K	0.04%	249

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

Gateway Wealth Partners's FXO Position: Q1 2026 in Review

Gateway Wealth Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 7,173 shares — an estimated $433K sold.

Gateway Wealth Partners first reported a position in FXO in Q3 2023 and held it in 10 quarters. The position peaked at $450K in Q3 2025. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Gateway Wealth Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Gateway Wealth Partners sold 7,173 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $433K.
Gateway Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and held it in 10 quarters.
Gateway Wealth Partners's First Trust Financials AlphaDEX Fund position peaked at $450K in Q3 2025.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.