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Twin Peaks Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1,121
Closed -$63K – 982
2026
Q1 		$63K Buy
+1,121
New +$66.5K 0.02% 383
2025
Q3 		– Sell
-1,121
Closed -$64.8K – 909
2025
Q2 		$64.8K Buy
+1,121
New +$58.7K 0.02% 300

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

Twin Peaks Wealth Advisors's FXO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 1,121 shares — an estimated $63K sold.

Twin Peaks Wealth Advisors first reported a position in FXO in Q2 2025 and held it in 2 quarters. The position peaked at $64.8K in Q2 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,121 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $63K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $64.8K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.