Qube Research & Technologies (QRT)
FXO icon

Qube Research & Technologies (QRT)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Qube Research & Technologies (QRT)’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 		– Sell
-746
Closed -$45K – 3762
2025
Q4 		$45K Buy
746
+679
+1,013% +$39.9K ﹤0.01% 3294
2025
Q3 		$3.98K Sell
67
-74
-52% -$4.3K ﹤0.01% 3432
2025
Q2 		$7.9K Buy
+141
New +$7.38K ﹤0.01% 3347
2023
Q1 		– Sell
-289
Closed -$11.8K – 2711
2022
Q4 		$11.8K Buy
289
+239
+478% +$9.83K ﹤0.01% 2268
2022
Q3 		$2K Sell
50
-653
-93% -$26.6K ﹤0.01% 2430
2022
Q2 		$27K Buy
703
+625
+801% +$26.4K ﹤0.01% 2225
2022
Q1 		$4K Sell
78
-17,101
-100% -$788K ﹤0.01% 2334
2021
Q4 		$795K Buy
+17,179
New +$802K 0.01% 1323
2021
Q2 		– Sell
-11,800
Closed -$491K – 2440
2021
Q1 		$491K Buy
+11,800
New +$459K 0.01% 1189
2020
Q2 		– Sell
-136
Closed -$3K – 1808
2020
Q1 		$3K Buy
+136
New +$4.07K ﹤0.01% 1058

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