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KFI
Key Financial Inc’s
First Trust Financials AlphaDEX Fund
FXO
Stock Holding History
Key Financial Inc’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
$2.98K
Hold
53
–
–
﹤0.01%
1122
2025
Q4
$3.2K
Hold
53
–
–
﹤0.01%
1112
2025
Q3
$3.11K
Hold
53
–
–
﹤0.01%
1132
2025
Q2
$2.97K
Hold
53
–
–
﹤0.01%
1130
2025
Q1
$2.81K
Hold
53
–
–
﹤0.01%
1105
2024
Q4
$2.87K
Hold
53
–
–
﹤0.01%
1102
2024
Q3
$2.71K
Hold
53
–
–
﹤0.01%
1076
2024
Q2
$2.45K
Hold
53
–
–
﹤0.01%
1079
2024
Q1
$2.52K
Hold
53
–
–
﹤0.01%
1069
2023
Q4
$2.29K
Hold
53
–
–
﹤0.01%
1083
2023
Q3
$2K
Hold
53
–
–
﹤0.01%
1114
2023
Q2
$2K
Hold
53
–
–
﹤0.01%
1163
2023
Q1
$1.98K
Hold
53
–
–
﹤0.01%
959
2022
Q4
$1.95K
Hold
53
–
–
﹤0.01%
957
2022
Q3
$2K
Hold
53
–
–
﹤0.01%
946
2022
Q2
$2K
Hold
53
–
–
﹤0.01%
933
2022
Q1
$2K
Hold
53
–
–
﹤0.01%
922
2021
Q4
$2K
Hold
53
–
–
﹤0.01%
819
2021
Q3
$2K
Hold
53
–
–
﹤0.01%
802
2021
Q2
$2K
Hold
53
–
–
﹤0.01%
768
2021
Q1
$2K
Hold
53
–
–
﹤0.01%
680
2020
Q4
$2K
Buy
+53
New
+$1.62K
﹤0.01%
642
2020
Q2
–
Sell
-53
Closed
-$1K
–
296
2020
Q1
$1K
Buy
+53
New
+$1.59K
﹤0.01%
641
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
WWA
WCG Wealth Advisors
Las Vegas, Nevada
$3.57B AUM
18.63%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
CPA
Capital Performance Advisors
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$1.5B AUM
21.4%
1-Year Est. Return
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St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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