Impact Partnership Wealth
FXO icon

Impact Partnership Wealth’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Impact Partnership Wealth’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
Q3 		$257K Buy
4,238
+948
+29% +$61.6K 0.02% 391
2026
Q2 		$205K Buy
+3,290
New +$196K 0.02% 419
2024
Q2 		– Sell
-3,340
Closed -$159K – 394
2024
Q1 		$159K Hold
3,340
– – 0.06% 209
2023
Q4 		$145K Hold
3,340
– – 0.05% 211
2023
Q3 		$126K Buy
+3,340
New +$132K 0.04% 274

Other funds holding FXO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Impact Partnership Wealth's FXO Position: Q3 2026 in Review

Impact Partnership Wealth increased its First Trust Financials AlphaDEX Fund (FXO) stake by 29% in Q3 2026, buying an estimated $61.6K and bringing the position to 4,238 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #391.

Impact Partnership Wealth first reported a position in FXO in Q3 2023 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

  • Impact Partnership Wealth held 4,238 shares of First Trust Financials AlphaDEX Fund worth $257K as of Q3 2026.
  • Impact Partnership Wealth bought 948 First Trust Financials AlphaDEX Fund shares in Q3 2026, an estimated $61.6K.
  • First Trust Financials AlphaDEX Fund made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #391 holding.
  • Impact Partnership Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.