Global Retirement Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $517K | Buy |
+8,272
| New | +$493K | 0.01% | 1016 |
|
|
2025
Q4 | $588K | Sell |
9,741
-8
| -0.1% | -$470 | 0.01% | 879 |
|
|
2025
Q3 | $579K | Sell |
9,749
-124
| -1% | -$7.21K | 0.01% | 721 |
|
|
2025
Q2 | $553K | Buy |
+9,873
| New | +$517K | 0.01% | 680 |
|
|
2024
Q4 | $454K | Buy |
8,381
+1,158
| +16% | +$63.5K | 0.01% | 666 |
|
|
2024
Q3 | $369K | Buy |
7,223
+590
| +9% | +$29.1K | 0.01% | 724 |
|
|
2024
Q2 | $307K | Sell |
6,633
-26
| -0.4% | -$1.2K | 0.01% | 733 |
|
|
2024
Q1 | $316K | Buy |
6,659
+253
| +4% | +$11.2K | 0.01% | 640 |
|
|
2023
Q4 | $273K | Buy |
6,406
+5,552
| +650% | +$217K | 0.01% | 641 |
|
|
2023
Q3 | $31.3K | Buy |
854
+140
| +20% | +$5.53K | ﹤0.01% | 1471 |
|
|
2023
Q2 | $26.9K | Hold |
714
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q1 | $25K | Hold |
714
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q4 | $29.2K | Hold |
714
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q3 | $30K | Hold |
714
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q2 | $28K | Hold |
714
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q1 | $30K | Buy |
+714
| New | +$32.9K | ﹤0.01% | 1194 |
|
|
2021
Q4 | – | Sell |
-1,164
| Closed | -$52K | – | 815 |
|
|
2021
Q3 | $52K | Hold |
1,164
| – | – | 0.01% | 840 |
|
|
2021
Q2 | $51K | Buy |
1,164
+140
| +14% | +$6.18K | 0.01% | 839 |
|
|
2021
Q1 | $43K | Hold |
1,024
| – | – | 0.01% | 846 |
|
|
2020
Q4 | $35K | Sell |
1,024
-44
| -4% | -$1.35K | ﹤0.01% | 846 |
|
|
2020
Q3 | $27K | Hold |
1,068
| – | – | ﹤0.01% | 826 |
|
|
2020
Q2 | $27K | Hold |
1,068
| – | – | ﹤0.01% | 806 |
|
|
2020
Q1 | $23K | Buy |
1,068
+623
| +140% | +$18.6K | ﹤0.01% | 759 |
|
|
2019
Q4 | $15K | Sell |
445
-47
| -10% | -$1.53K | ﹤0.01% | 1038 |
|
|
2019
Q3 | $16K | Hold |
492
| – | – | ﹤0.01% | 984 |
|
|
2019
Q2 | $16K | Buy |
492
+187
| +61% | +$5.84K | ﹤0.01% | 983 |
|
|
2019
Q1 | $9K | Sell |
305
-1,810
| -86% | -$54.1K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $57K | Buy |
2,115
+1,419
| +204% | +$41.9K | 0.01% | 485 |
|
|
2018
Q3 | $22K | Buy |
696
+174
| +33% | +$5.62K | 0.01% | 774 |
|
|
2018
Q2 | $16K | Buy |
522
+15
| +3% | +$473 | ﹤0.01% | 866 |
|
|
2018
Q1 | $16K | Buy |
507
+258
| +104% | +$8.16K | ﹤0.01% | 824 |
|
|
2017
Q4 | $8K | Hold |
249
| – | – | ﹤0.01% | 974 |
|
|
2017
Q3 | $7K | Sell |
249
-515
| -67% | -$15K | ﹤0.01% | 928 |
|
|
2017
Q2 | $22K | Buy |
764
+205
| +37% | +$5.71K | 0.01% | 581 |
|
|
2017
Q1 | $15K | Buy |
+559
| New | +$15.5K | 0.01% | 626 |
|
Other funds holding FXO
WWA
CPA
Global Retirement Partners's FXO Position: Q2 2026 in Review
Global Retirement Partners opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 8,272 shares worth $517K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FXO as recently as Q4 2025.
Global Retirement Partners first reported a position in FXO in Q1 2017 and has held it in 35 quarters since. The position peaked at $588K in Q4 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.
- Global Retirement Partners held 8,272 shares of First Trust Financials AlphaDEX Fund worth $517K as of Q2 2026.
- First Trust Financials AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
- First Trust Financials AlphaDEX Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1016 holding.
- Global Retirement Partners first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and has held it in 35 quarters since.
- Global Retirement Partners's First Trust Financials AlphaDEX Fund position peaked at $588K in Q4 2025.
- 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.