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Prime Capital Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Prime Capital Investment Advisors’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 		$287K Buy
5,105
+42
+0.8% +$2.49K ﹤0.01% 848
2025
Q4 		$306K Buy
5,063
+28
+0.6% +$1.65K ﹤0.01% 801
2025
Q3 		$299K Buy
5,035
+20
+0.4% +$1.16K ﹤0.01% 796
2025
Q2 		$281K Sell
5,015
-125
-2% -$6.54K ﹤0.01% 780
2025
Q1 		$272K Buy
5,140
+167
+3% +$9.13K ﹤0.01% 871
2024
Q4 		$269K Hold
4,973
– – ﹤0.01% 761
2024
Q3 		$254K Hold
4,973
– – ﹤0.01% 787
2024
Q2 		$230K Sell
4,973
-206
-4% -$9.49K ﹤0.01% 811
2024
Q1 		$246K Hold
5,179
– – ﹤0.01% 844
2023
Q4 		$224K Buy
+5,179
New +$203K ﹤0.01% 845

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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