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

Purus Wealth 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	$258K	Sell	4,127 -146	-3%	-$8.7K	0.07%	147
2026 Q1	$240K	Sell	4,273 -2	-0%	-$119	0.08%	137
2025 Q4	$258K	Hold	4,275	–	–	0.08%	123
2025 Q3	$254K	Hold	4,275	–	–	0.08%	124
2025 Q2	$240K	Sell	4,275 -40	-0.9%	-$2.1K	0.08%	122
2025 Q1	$229K	Hold	4,315	–	–	0.1%	107
2024 Q4	$234K	Sell	4,315 -64	-1%	-$3.51K	0.09%	108
2024 Q3	$224K	Sell	4,379 -33	-0.7%	-$1.63K	0.09%	109
2024 Q2	$204K	Hold	4,412	–	–	0.09%	113
2024 Q1	$210K	Buy	+4,412	New	+$196K	0.1%	110
2023 Q4	–	Sell	-5,508	Closed	-$208K	–	123
2023 Q3	$208K	Hold	5,508	–	–	0.14%	112
2023 Q2	$208K	Sell	5,508 -1,815	-25%	-$66.8K	0.13%	115
2023 Q1	$273K	Hold	7,323	–	–	0.22%	91
2022 Q4	$300K	Buy	7,323 +1	+0%	+$41	0.27%	80
2022 Q3	$270K	Sell	7,322 -26	-0.4%	-$1.06K	0.25%	82
2022 Q2	$285K	Hold	7,348	–	–	0.25%	80
2022 Q1	$337K	Hold	7,348	–	–	0.23%	82
2021 Q4	$340K	Sell	7,348 -599	-8%	-$27.9K	0.21%	83
2021 Q3	$352K	Sell	7,947 -90	-1%	-$3.98K	0.24%	68
2021 Q2	$351K	Buy	+8,037	New	+$355K	0.25%	64

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

Purus Wealth Management's FXO Position: Q2 2026 in Review

Purus Wealth Management reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 3.4% in Q2 2026, selling an estimated $8.7K and leaving 4,127 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #147.

Purus Wealth Management first reported a position in FXO in Q2 2021 and has held it in 20 quarters since. The position peaked at $352K in Q3 2021. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Purus Wealth Management held 4,127 shares of First Trust Financials AlphaDEX Fund worth $258K as of Q2 2026.
Purus Wealth Management sold 146 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $8.7K.
First Trust Financials AlphaDEX Fund made up 0.07% of Purus Wealth Management's portfolio in Q2 2026, its #147 holding.
Purus Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and has held it in 20 quarters since.
Purus Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $352K in Q3 2021.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.