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 Q2	$320K	Buy	5,123 +18	+0.4%	+$1.07K	﹤0.01%	838
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 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

Prime Capital Investment Advisors's FXO Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.35% in Q2 2026, buying an estimated $1.07K and bringing the position to 5,123 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Prime Capital Investment Advisors first reported a position in FXO in Q4 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Prime Capital Investment Advisors held 5,123 shares of First Trust Financials AlphaDEX Fund worth $320K as of Q2 2026.
Prime Capital Investment Advisors bought 18 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.07K.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #838 holding.
Prime Capital Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.