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

Kiker 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	$1.56K	Hold	25	–	–	﹤0.01%	159
2026 Q1	$1.41K	Buy	+25	New	+$1.48K	﹤0.01%	131
2025 Q4	–	Sell	-25	Closed	-$1.49K	–	71
2025 Q3	$1.49K	Hold	25	–	–	﹤0.01%	205
2025 Q2	$1.4K	Hold	25	–	–	﹤0.01%	516
2025 Q1	$1.32K	Hold	25	–	–	﹤0.01%	585
2024 Q4	$1.35K	Buy	+25	New	+$1.37K	﹤0.01%	160

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

Kiker Wealth Management's FXO Position: Q2 2026 in Review

Kiker Wealth Management held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 25 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Kiker Wealth Management first reported a position in FXO in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Kiker Wealth Management held 25 shares of First Trust Financials AlphaDEX Fund worth $1.56K as of Q2 2026.
Kiker Wealth Management left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #159 holding.
Kiker Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.