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

Kingsview 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 Q1	$1.61M	Sell	28,620 -2,599	-8%	-$154K	0.02%	554
2025 Q4	$1.88M	Sell	31,219 -94	-0.3%	-$5.53K	0.03%	484
2025 Q3	$1.86M	Buy	31,313 +1	+0%	+$58	0.03%	463
2025 Q2	$1.76M	Hold	31,312	–	–	0.03%	456
2025 Q1	$1.66M	Buy	31,312 +2,321	+8%	+$127K	0.03%	426
2024 Q4	$1.57M	Buy	28,991 +224	+0.8%	+$12.3K	0.03%	447
2024 Q3	$1.47M	Buy	28,767 +22,336	+347%	+$1.1M	0.03%	445
2024 Q2	$298K	Buy	+6,431	New	+$296K	0.01%	837
2023 Q4	–	Sell	-9,602	Closed	-$363K	–	973
2023 Q3	$363K	Sell	9,602 -200	-2%	-$7.9K	0.01%	701
2023 Q2	$370K	Hold	9,802	–	–	0.01%	676
2023 Q1	$366K	Buy	9,802 +180	+2%	+$7.6K	0.02%	657
2022 Q4	$394K	Sell	9,622 -3,435	-26%	-$141K	0.02%	584
2022 Q3	$481K	Hold	13,057	–	–	0.02%	511
2022 Q2	$507K	Hold	13,057	–	–	0.02%	533
2022 Q1	$599K	Buy	13,057 +4,435	+51%	+$204K	0.03%	532
2021 Q4	$399K	Hold	8,622	–	–	0.02%	640
2021 Q3	$382K	Buy	8,622 +2,140	+33%	+$94.7K	0.02%	617
2021 Q2	$286K	Buy	+6,482	New	+$286K	0.01%	710
2020 Q2	–	Sell	-12,203	Closed	-$258K	–	627
2020 Q1	$258K	Sell	12,203 -5,873	-32%	-$176K	0.03%	384
2019 Q4	$606K	Buy	18,076 +9,099	+101%	+$296K	0.08%	249
2019 Q3	$286K	Buy	+8,977	New	+$284K	0.04%	344
2018 Q4	–	Sell	-12,726	Closed	-$407K	–	398
2018 Q3	$407K	Sell	12,726 -533	-4%	-$17.2K	0.08%	245
2018 Q2	$415K	Buy	+13,259	New	+$418K	0.1%	218

Other funds holding FXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kingsview Wealth Management's FXO Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 8.3% in Q1 2026, selling an estimated $154K and leaving 28,620 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #554.

Kingsview Wealth Management first reported a position in FXO in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.88M in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Kingsview Wealth Management held 28,620 shares of First Trust Financials AlphaDEX Fund worth $1.61M as of Q1 2026.
Kingsview Wealth Management sold 2,599 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $154K.
First Trust Financials AlphaDEX Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #554 holding.
Kingsview Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q2 2018 and has held it in 23 quarters since.
Kingsview Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $1.88M in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.