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

Prasad 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	$213K	Buy	+3,416	New	+$203K	0.05%	150
2026 Q1	–	Sell	-3,389	Closed	-$205K	–	153
2025 Q4	$205K	Buy	3,389 +13	+0.4%	+$764	0.05%	144
2025 Q3	$200K	Buy	+3,376	New	+$196K	0.06%	138
2025 Q2	–	Sell	-3,844	Closed	-$204K	–	124
2025 Q1	$204K	Sell	3,844 -219	-5%	-$12K	0.07%	112
2024 Q4	$220K	Buy	+4,063	New	+$223K	0.07%	104

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

Prasad Wealth Partners's FXO Position: Q2 2026 in Review

Prasad Wealth Partners opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 3,416 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: Prasad Wealth Partners previously reported a position in FXO as recently as Q4 2025.

Prasad Wealth Partners first reported a position in FXO in Q4 2024 and has held it in 5 quarters since. The position peaked at $220K in Q4 2024. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Prasad Wealth Partners held 3,416 shares of First Trust Financials AlphaDEX Fund worth $213K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Prasad Wealth Partners position in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.05% of Prasad Wealth Partners's portfolio in Q2 2026, its #150 holding.
Prasad Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 5 quarters since.
Prasad Wealth Partners's First Trust Financials AlphaDEX Fund position peaked at $220K in Q4 2024.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.