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Kestra Private Wealth Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Kestra Private Wealth Services’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 		$201K Buy
3,584
+172
+5% +$10.2K ﹤0.01% 1635
2025
Q4 		$206K Buy
+3,412
New +$201K ﹤0.01% 1588
2025
Q3 		– Sell
-8,226
Closed -$461K – 1705
2025
Q2 		$461K Sell
8,226
-3,726
-31% -$195K 0.01% 1079
2025
Q1 		$633K Sell
11,952
-396
-3% -$21.7K 0.01% 854
2024
Q4 		$668K Buy
12,348
+135
+1% +$7.4K 0.01% 800
2024
Q3 		$624K Sell
12,213
-767
-6% -$37.8K 0.01% 797
2024
Q2 		$601K Sell
12,980
-1,709
-12% -$78.7K 0.01% 758
2024
Q1 		$698K Sell
14,689
-1,239
-8% -$55K 0.02% 675
2023
Q4 		$690K Sell
15,928
-770
-5% -$30.1K 0.02% 626
2023
Q3 		$632K Sell
16,698
-1,028
-6% -$40.6K 0.02% 594
2023
Q2 		$668K Buy
17,726
+3,174
+22% +$117K 0.02% 542
2023
Q1 		$543K Buy
14,552
+4,636
+47% +$196K 0.02% 575
2022
Q4 		$406K Sell
9,916
-6,276
-39% -$258K 0.02% 577
2022
Q3 		$596K Sell
16,192
-3,764
-19% -$153K 0.03% 452
2022
Q2 		$775K Sell
19,956
-2,769
-12% -$117K 0.04% 388
2022
Q1 		$1.04M Sell
22,725
-22,047
-49% -$1.02M 0.05% 369
2021
Q4 		$2.07M Buy
44,772
+39,425
+737% +$1.84M 0.1% 216
2021
Q3 		$237K Sell
5,347
-150
-3% -$6.63K 0.01% 792
2021
Q2 		$240K Buy
5,497
+103
+2% +$4.55K 0.01% 748
2021
Q1 		$224K Sell
5,394
-119,274
-96% -$4.64M 0.02% 698
2020
Q4 		$4.24M Buy
+124,668
New +$3.82M 0.31% 78

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kestra Private Wealth Services's FXO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Financials AlphaDEX Fund (FXO) stake by 5% in Q1 2026, buying an estimated $10.2K and bringing the position to 3,584 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Kestra Private Wealth Services first reported a position in FXO in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.24M in Q4 2020. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Kestra Private Wealth Services held 3,584 shares of First Trust Financials AlphaDEX Fund worth $201K as of Q1 2026.
  • Kestra Private Wealth Services bought 172 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $10.2K.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1635 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's First Trust Financials AlphaDEX Fund position peaked at $4.24M in Q4 2020.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.