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

&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	$1.27M	Buy	20,365 +10,754	+112%	+$641K	0.01%	1275
2026 Q1	$540K	Buy	+9,611	New	+$570K	﹤0.01%	1652
2025 Q4	–	Sell	-3,913	Closed	-$232K	–	2314
2025 Q3	$232K	Buy	3,913 +3	+0.1%	+$174	﹤0.01%	1887
2025 Q2	$219K	Buy	+3,910	New	+$205K	﹤0.01%	1790

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

&Partners's FXO Position: Q2 2026 in Review

&Partners increased its First Trust Financials AlphaDEX Fund (FXO) stake by 112% in Q2 2026, buying an estimated $641K and bringing the position to 20,365 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1275.

&Partners first reported a position in FXO in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

&Partners held 20,365 shares of First Trust Financials AlphaDEX Fund worth $1.27M as of Q2 2026.
&Partners bought 10,754 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $641K.
First Trust Financials AlphaDEX Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1275 holding.
&Partners first reported a position in First Trust Financials AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.