Guardian Wealth Advisors (North Carolina)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-32	Closed	-$1.8K	–	452
2026 Q1	$1.8K	Buy	+32	New	+$1.9K	﹤0.01%	590
2025 Q3	–	Sell	-32	Closed	-$1.79K	–	421
2025 Q2	$1.79K	Hold	32	–	–	﹤0.01%	529
2025 Q1	$1.7K	Hold	32	–	–	﹤0.01%	504
2024 Q4	$1.73K	Hold	32	–	–	﹤0.01%	489
2024 Q3	$1.64K	Hold	32	–	–	﹤0.01%	428
2024 Q2	$1.48K	Hold	32	–	–	﹤0.01%	414
2024 Q1	$1.52K	Hold	32	–	–	﹤0.01%	432
2023 Q4	$1.39K	Hold	32	–	–	﹤0.01%	418
2023 Q3	$1.21K	Hold	32	–	–	﹤0.01%	397
2023 Q2	$1.21K	Hold	32	–	–	﹤0.01%	397
2023 Q1	$1.2K	Hold	32	–	–	﹤0.01%	388
2022 Q4	$1.31K	Hold	32	–	–	﹤0.01%	355
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	331
2022 Q2	$1K	Buy	+32	New	+$1.35K	﹤0.01%	339

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FXO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 32 shares — an estimated $1.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXO in Q2 2022 and held it in 14 quarters. The position peaked at $1.8K in Q1 2026. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 32 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Financials AlphaDEX Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Financials AlphaDEX Fund position peaked at $1.8K in Q1 2026.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.