Morey & Quinn Wealth Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Morey & Quinn Wealth Partners’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	$310K	Sell	4,961 -40	-0.8%	-$2.38K	0.2%	108
2026 Q1	$281K	Hold	5,001	–	–	0.2%	107
2025 Q4	$302K	Sell	5,001 -9	-0.2%	-$529	0.22%	106
2025 Q3	$298K	Hold	5,010	–	–	0.22%	102
2025 Q2	$281K	Sell	5,010 -36	-0.7%	-$1.89K	0.22%	104
2025 Q1	$267K	Sell	5,046 -30	-0.6%	-$1.64K	0.22%	104
2024 Q4	$275K	Buy	+5,076	New	+$278K	0.23%	100

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

Morey & Quinn Wealth Partners's FXO Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 0.8% in Q2 2026, selling an estimated $2.38K and leaving 4,961 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #108.

Morey & Quinn Wealth Partners first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Morey & Quinn Wealth Partners held 4,961 shares of First Trust Financials AlphaDEX Fund worth $310K as of Q2 2026.
Morey & Quinn Wealth Partners sold 40 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.38K.
First Trust Financials AlphaDEX Fund made up 0.2% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #108 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.