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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
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