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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Impact Partnership Wealth's FXO Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 3,290 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in FXO as recently as Q1 2024.

Impact Partnership Wealth first reported a position in FXO in Q3 2023 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Impact Partnership Wealth held 3,290 shares of First Trust Financials AlphaDEX Fund worth $205K as of Q2 2026.
  • First Trust Financials AlphaDEX Fund was a new Impact Partnership Wealth position in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #419 holding.
  • Impact Partnership Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.