Institute for Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Institute for 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 Q2	$27.2K	Buy	+435	New	+$25.9K	﹤0.01%	1039
2020 Q3	–	Sell	-26,323	Closed	-$671K	–	428
2020 Q2	$671K	Buy	26,323 +3,234	+14%	+$77.6K	0.16%	167
2020 Q1	$488K	Buy	23,089 +568	+3%	+$17K	0.15%	188
2019 Q4	$755K	Buy	22,521 +888	+4%	+$28.9K	0.17%	174
2019 Q3	$688K	Buy	21,633 +705	+3%	+$22.3K	0.17%	174
2019 Q2	$662K	Buy	20,928 +1,171	+6%	+$36.6K	0.15%	210
2019 Q1	$598K	Buy	19,757 +3,399	+21%	+$102K	0.13%	212
2018 Q4	$442K	Buy	16,358 +337	+2%	+$9.95K	0.18%	161
2018 Q3	$513K	Buy	16,021 +599	+4%	+$19.4K	0.17%	161
2018 Q2	$483K	Buy	15,422 +227	+1%	+$7.16K	0.15%	169
2018 Q1	$475K	Buy	15,195 +2,898	+24%	+$91.7K	0.14%	200
2017 Q4	$386K	Buy	+12,297	New	+$377K	0.09%	262
2017 Q3	–	Sell	-8,140	Closed	-$232K	–	296
2017 Q2	$232K	Buy	+8,140	New	+$227K	0.06%	350

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

Institute for Wealth Management's FXO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 435 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FXO as recently as Q2 2020.

Institute for Wealth Management first reported a position in FXO in Q2 2017 and has held it in 13 quarters since. The position peaked at $755K in Q4 2019. 222 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Institute for Wealth Management held 435 shares of First Trust Financials AlphaDEX Fund worth $27.2K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1039 holding.
Institute for Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and has held it in 13 quarters since.
Institute for Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $755K in Q4 2019.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.