Greenup Street Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Greenup Street Wealth Management’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	-62,361	Closed	-$3.76M	–	131
2025 Q4	$3.76M	Sell	62,361 -328	-0.5%	-$19.3K	0.54%	36
2025 Q3	$3.72M	Buy	62,689 +1,150	+2%	+$66.8K	0.57%	34
2025 Q2	$3.45M	Buy	61,539 +5,002	+9%	+$262K	0.6%	34
2025 Q1	$3M	Buy	+56,537	New	+$3.09M	0.59%	34

Other funds holding FXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Greenup Street Wealth Management's FXO Position: Q1 2026 in Review

Greenup Street Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 62,361 shares — an estimated $3.76M sold.

Greenup Street Wealth Management first reported a position in FXO in Q1 2025 and held it in 4 quarters. The position peaked at $3.76M in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Greenup Street Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Greenup Street Wealth Management sold 62,361 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $3.76M.
Greenup Street Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2025 and held it in 4 quarters.
Greenup Street Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $3.76M in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.