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 Q2	$248K	Hold	3,976	–	–	0.01%	417
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	–	937
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 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

Sound Income Strategies's FXO Position: Q2 2026 in Review

Sound Income Strategies held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 3,976 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #417.

Sound Income Strategies first reported a position in FXO in Q3 2018 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Sound Income Strategies held 3,976 shares of First Trust Financials AlphaDEX Fund worth $248K as of Q2 2026.
Sound Income Strategies left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #417 holding.
Sound Income Strategies first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and has held it in 10 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.