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Private Wealth Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Private Wealth Asset Management’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 		$15.6K Hold
250
– – ﹤0.01% 621
2026
Q1 		$14K Buy
+250
New +$14.8K ﹤0.01% 632

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Asset Management's FXO Position: Q2 2026 in Review

Private Wealth Asset Management held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 250 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Private Wealth Asset Management first reported a position in FXO in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Private Wealth Asset Management held 250 shares of First Trust Financials AlphaDEX Fund worth $15.6K as of Q2 2026.
  • Private Wealth Asset Management left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #621 holding.
  • Private Wealth Asset Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.