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FXO icon

Tidemark’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Tidemark’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 		$32.8K Buy
584
+3
+0.5% +$178 0.01% 311
2025
Q4 		$35K Buy
581
+2
+0.3% +$118 0.01% 281
2025
Q3 		$34.4K Sell
579
-251
-30% -$14.6K 0.01% 294
2025
Q2 		$46.5K Buy
830
+2
+0.2% +$105 0.02% 248
2025
Q1 		$43.9K Sell
828
-595
-42% -$32.5K 0.02% 260
2024
Q4 		$77K Buy
1,423
+8
+0.6% +$438 0.03% 190
2024
Q3 		$72.4K Buy
1,415
+6
+0.4% +$295 0.03% 186
2024
Q2 		$65.2K Sell
1,409
-142
-9% -$6.54K 0.03% 183
2024
Q1 		$73.7K Sell
1,551
-83
-5% -$3.68K 0.04% 193
2023
Q4 		$70.7K Buy
+1,634
New +$64K 0.04% 191

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