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Sound Income Strategies’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Sound Income Strategies’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 		$224K Hold
3,976
– – 0.01% 388
2025
Q4 		$243K Buy
+3,976
New +$234K 0.01% 373
2021
Q2 		– Sell
-300
Closed -$12.5K – 939
2021
Q1 		$12.5K Buy
+300
New +$11.7K ﹤0.01% 439
2020
Q1 		– Sell
-255
Closed -$9K – 796
2019
Q4 		$9K Buy
255
+100
+65% +$3.25K ﹤0.01% 348
2019
Q3 		$5K Hold
155
– – ﹤0.01% 420
2019
Q2 		$5K Hold
155
– – ﹤0.01% 436
2019
Q1 		$5K Hold
155
– – ﹤0.01% 435
2018
Q4 		$4K Sell
155
-955
-86% -$28.2K ﹤0.01% 459
2018
Q3 		$35K Buy
+1,110
New +$35.9K 0.02% 172

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