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

Spire 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 		$1.44K Hold
23
– – ﹤0.01% 2074
2026
Q1 		$1.3K Hold
23
– – ﹤0.01% 2101
2025
Q4 		$1.39K Hold
23
– – ﹤0.01% 2152
2025
Q3 		$1.37K Hold
23
– – ﹤0.01% 2220
2025
Q2 		$1.29K Sell
23
-22,666
-100% -$1.19M ﹤0.01% 2240
2025
Q1 		$1.2M Hold
22,689
– – 0.04% 365
2024
Q4 		$1.23M Hold
22,689
– – 0.04% 344
2024
Q3 		$1.16M Hold
22,689
– – 0.04% 347
2024
Q2 		$1.05M Hold
22,689
– – 0.04% 331
2024
Q1 		$1.08M Sell
22,689
-1,295
-5% -$57.4K 0.02% 360
2023
Q4 		$1.04M Sell
23,984
-15,210
-39% -$595K 0.03% 350
2023
Q3 		$1.48M Buy
39,194
+951
+2% +$37.6K 0.06% 260
2023
Q2 		$1.44M Buy
38,243
+3,258
+9% +$120K 0.05% 275
2023
Q1 		$1.31M Buy
34,985
+20,557
+142% +$868K 0.05% 294
2022
Q4 		$591K Sell
14,428
-511
-3% -$21K 0.03% 333
2022
Q3 		$550K Sell
14,939
-14,537
-49% -$593K 0.03% 309
2022
Q2 		$1.15M Sell
29,476
-8,268
-22% -$349K 0.05% 306
2022
Q1 		$1.73M Sell
37,744
-443
-1% -$20.4K 0.05% 297
2021
Q4 		$1.77M Sell
38,187
-26,316
-41% -$1.23M 0.04% 333
2021
Q3 		$2.85M Buy
64,503
+2,116
+3% +$93.6K 0.08% 232
2021
Q2 		$2.72M Buy
62,387
+7,510
+14% +$332K 0.07% 236
2021
Q1 		$2.28M Buy
+54,877
New +$2.13M 0.06% 254

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

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

Spire Wealth Management held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 23 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Spire Wealth Management first reported a position in FXO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.85M in Q3 2021. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Spire Wealth Management held 23 shares of First Trust Financials AlphaDEX Fund worth $1.44K as of Q2 2026.
  • Spire Wealth Management left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2074 holding.
  • Spire Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $2.85M in Q3 2021.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.