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

Meridian 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
2025 Q4	–	Sell	-4,074	Closed	-$242K	–	763
2025 Q3	$242K	Hold	4,074	–	–	0.01%	631
2025 Q2	$228K	Hold	4,074	–	–	0.01%	618
2025 Q1	$216K	Sell	4,074 -266	-6%	-$14.5K	0.01%	589
2024 Q4	$235K	Buy	4,340 +107	+3%	+$5.86K	0.01%	568
2024 Q3	$216K	Buy	+4,233	New	+$208K	0.01%	595

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Meridian Wealth Management's FXO Position: Q4 2025 in Review

Meridian Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2025, closing a stake of 4,074 shares — an estimated $242K sold.

Meridian Wealth Management first reported a position in FXO in Q3 2024 and held it in 5 quarters. The position peaked at $242K in Q3 2025. 245 funds tracked by Wall St. Rank hold FXO as of Q4 2025.

Meridian Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Management sold 4,074 First Trust Financials AlphaDEX Fund shares in Q4 2025, an estimated $242K.
Meridian Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2024 and held it in 5 quarters.
Meridian Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $242K in Q3 2025.
245 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.