PBF
FXO icon

Petix & Botte Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Petix & Botte Financial’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
Q1 		$263K Sell
2,336
-2,336
-50% -$139K 0.06% 122
2025
Q4 		$282K Hold
4,672
– – 0.06% 113
2025
Q3 		$277K Hold
4,672
– – 0.06% 116
2025
Q2 		$262K Hold
4,672
– – 0.06% 117
2025
Q1 		$248K Hold
4,672
– – 0.07% 113
2024
Q4 		$253K Hold
4,672
– – 0.07% 114
2024
Q3 		$239K Hold
4,672
– – 0.06% 111
2024
Q2 		$216K Buy
+4,672
New +$215K 0.06% 116
2024
Q1 		– Sell
-4,672
Closed -$202K – 145
2023
Q4 		$202K Buy
+4,672
New +$183K 0.06% 120

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return