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Monetary Solutions’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Monetary Solutions’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 		$15.6K Hold
250
– – 0.01% 185
2026
Q1 		$14K Hold
250
– – 0.01% 181
2025
Q4 		$15.1K Buy
+250
New +$14.7K 0.01% 176

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Monetary Solutions's FXO Position: Q2 2026 in Review

Monetary Solutions held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 250 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Monetary Solutions first reported a position in FXO in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Monetary Solutions held 250 shares of First Trust Financials AlphaDEX Fund worth $15.6K as of Q2 2026.
  • Monetary Solutions left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #185 holding.
  • Monetary Solutions first reported a position in First Trust Financials AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.