Kingswood Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Kingswood Wealth Advisors’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	$207K	Buy	+3,307	New	+$197K	0.01%	934
2026 Q1	–	Sell	-3,383	Closed	-$204K	–	943
2025 Q4	$204K	Buy	+3,383	New	+$199K	0.01%	823
2025 Q2	–	Sell	-15,987	Closed	-$847K	–	760
2025 Q1	$847K	Sell	15,987 -1,053	-6%	-$57.6K	0.08%	283
2024 Q4	$922K	Buy	+17,040	New	+$934K	0.07%	290

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

Kingswood Wealth Advisors's FXO Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 3,307 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in FXO as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in FXO in Q4 2024 and has held it in 4 quarters since. The position peaked at $922K in Q4 2024. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Kingswood Wealth Advisors held 3,307 shares of First Trust Financials AlphaDEX Fund worth $207K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Kingswood Wealth Advisors position in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #934 holding.
Kingswood Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
Kingswood Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $922K in Q4 2024.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.