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GPS Wealth Strategies Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$10.1K Sell
168
-14,929
-99% -$878K 0.01% 384
2025
Q3 		$897K Buy
15,097
+2,568
+20% +$149K 0.09% 126
2025
Q2 		$702K Buy
12,529
+1,589
+15% +$83.2K 0.08% 144
2025
Q1 		$580K Sell
10,940
-186
-2% -$10.2K 0.08% 153
2024
Q4 		$602K Sell
11,126
-613
-5% -$33.6K 0.08% 152
2024
Q3 		$600K Buy
11,739
+104
+0.9% +$5.12K 0.08% 160
2024
Q2 		$539K Sell
11,635
-523
-4% -$24.1K 0.08% 152
2024
Q1 		$578K Buy
12,158
+563
+5% +$25K 0.09% 139
2023
Q4 		$502K Sell
11,595
-263
-2% -$10.3K 0.09% 147
2023
Q3 		$449K Buy
11,858
+11,691
+7,001% +$462K 0.09% 155
2023
Q2 		$6.3K Buy
+167
New +$6.15K ﹤0.01% 934
2022
Q4 		– Sell
-250
Closed -$9K – 494
2022
Q3 		$9K Buy
250
+99
+66% +$4.04K ﹤0.01% 783
2022
Q2 		$6K Hold
151
– – ﹤0.01% 849
2022
Q1 		$7K Buy
+151
New +$6.96K ﹤0.01% 790

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GPS Wealth Strategies Group's FXO Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 99% in Q4 2025, selling an estimated $878K and leaving 168 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #384.

GPS Wealth Strategies Group first reported a position in FXO in Q1 2022 and has held it in 14 quarters since. The position peaked at $897K in Q3 2025. 244 funds tracked by Wall St. Rank hold FXO as of Q4 2025.

  • GPS Wealth Strategies Group held 168 shares of First Trust Financials AlphaDEX Fund worth $10.1K as of Q4 2025.
  • GPS Wealth Strategies Group sold 14,929 First Trust Financials AlphaDEX Fund shares in Q4 2025, an estimated $878K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #384 holding.
  • GPS Wealth Strategies Group first reported a position in First Trust Financials AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
  • GPS Wealth Strategies Group's First Trust Financials AlphaDEX Fund position peaked at $897K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.