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Stratos Wealth Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Stratos Wealth Partners’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 		$1.19M Buy
19,039
+1,639
+9% +$97.6K 0.01% 774
2026
Q1 		$978K Buy
17,400
+267
+2% +$15.8K 0.01% 804
2025
Q4 		$1.03M Sell
17,133
-371
-2% -$21.8K 0.01% 759
2025
Q3 		$1.04M Buy
17,504
+2,769
+19% +$161K 0.01% 733
2025
Q2 		$826K Sell
14,735
-571
-4% -$29.9K 0.01% 758
2025
Q1 		$811K Buy
15,306
+1,197
+8% +$65.5K 0.01% 734
2024
Q4 		$764K Sell
14,109
-80
-0.6% -$4.38K 0.01% 785
2024
Q3 		$726K Sell
14,189
-44,267
-76% -$2.18M 0.01% 797
2024
Q2 		$2.71M Buy
58,456
+45,157
+340% +$2.08M 0.04% 371
2024
Q1 		$632K Sell
13,299
-6,301
-32% -$280K 0.01% 801
2023
Q4 		$849K Buy
19,600
+7,979
+69% +$312K 0.02% 686
2023
Q3 		$440K Sell
11,621
-4,588
-28% -$181K 0.01% 865
2023
Q2 		$611K Buy
16,209
+7,713
+91% +$284K 0.01% 694
2023
Q1 		$317K Sell
8,496
-1,129
-12% -$47.7K 0.01% 849
2022
Q4 		$394K Sell
9,625
-164
-2% -$6.74K 0.01% 799
2022
Q3 		$360K Sell
9,789
-765
-7% -$31.2K 0.01% 800
2022
Q2 		$410K Buy
10,554
+1,264
+14% +$53.3K 0.01% 808
2022
Q1 		$427K Buy
9,290
+2,364
+34% +$109K 0.01% 871
2021
Q4 		$321K Sell
6,926
-47,713
-87% -$2.23M 0.01% 980
2021
Q3 		$2.42M Buy
54,639
+3,163
+6% +$140K 0.06% 282
2021
Q2 		$2.25M Buy
51,476
+45,515
+764% +$2.01M 0.06% 307
2021
Q1 		$248K Buy
+5,961
New +$232K 0.01% 957
2020
Q2 		– Sell
-10,393
Closed -$220K – 1010
2020
Q1 		$220K Sell
10,393
-312
-3% -$9.34K 0.01% 785
2019
Q4 		$359K Sell
10,705
-10,247
-49% -$333K 0.01% 688
2019
Q3 		$666K Sell
20,952
-2,190
-9% -$69.3K 0.03% 486
2019
Q2 		$732K Sell
23,142
-1,467
-6% -$45.8K 0.03% 458
2019
Q1 		$745K Sell
24,609
-18
-0.1% -$538 0.03% 441
2018
Q4 		$665K Sell
24,627
-13,201
-35% -$390K 0.03% 426
2018
Q3 		$1.21M Buy
37,828
+1,930
+5% +$62.4K 0.05% 293
2018
Q2 		$1.13M Buy
35,898
+2,585
+8% +$81.5K 0.05% 331
2018
Q1 		$1.03M Buy
33,313
+23,356
+235% +$739K 0.04% 365
2017
Q4 		$312K Buy
9,957
+75
+0.8% +$2.3K 0.01% 699
2017
Q3 		$293K Sell
9,882
-1,223
-11% -$35.5K 0.01% 699
2017
Q2 		$318K Sell
11,105
-1,222
-10% -$34K 0.02% 612
2017
Q1 		$341K Buy
12,327
+2,380
+24% +$66.1K 0.02% 535
2016
Q4 		$269K Buy
9,947
+818
+9% +$20.9K 0.02% 546
2016
Q3 		$222K Buy
+9,129
New +$220K 0.02% 595

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

Stratos Wealth Partners's FXO Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Trust Financials AlphaDEX Fund (FXO) stake by 9.4% in Q2 2026, buying an estimated $97.6K and bringing the position to 19,039 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #774.

Stratos Wealth Partners first reported a position in FXO in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.71M in Q2 2024. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Stratos Wealth Partners held 19,039 shares of First Trust Financials AlphaDEX Fund worth $1.19M as of Q2 2026.
  • Stratos Wealth Partners bought 1,639 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $97.6K.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #774 holding.
  • Stratos Wealth Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2016 and has held it in 37 quarters since.
  • Stratos Wealth Partners's First Trust Financials AlphaDEX Fund position peaked at $2.71M in Q2 2024.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.