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Vishria Bird Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$860K Hold
14,475
– – 0.17% 48
2025
Q2 		$811K Hold
14,475
– – 0.27% 38
2025
Q1 		$767K Hold
14,475
– – 0.26% 41
2024
Q4 		$784K Sell
14,475
-36
-0.2% -$1.97K 0.27% 39
2024
Q3 		$742K Hold
14,511
– – 0.28% 39
2024
Q2 		$672K Hold
14,511
– – 0.28% 36
2024
Q1 		$690K Hold
14,511
– – 0.3% 35
2023
Q4 		$628K Hold
14,511
– – 0.3% 35
2023
Q3 		$549K Hold
14,511
– – 0.31% 34
2023
Q2 		$547K Hold
14,511
– – 0.33% 32
2023
Q1 		$542K Sell
14,511
-806
-5% -$34K 0.35% 33
2022
Q4 		$627K Sell
15,317
-32
-0.2% -$1.32K 0.44% 29
2022
Q3 		$565K Sell
15,349
-31
-0.2% -$1.26K 0.38% 32
2022
Q2 		$598K Hold
15,380
– – 0.4% 28
2022
Q1 		$706K Hold
15,380
– – 0.39% 30
2021
Q4 		$712K Sell
15,380
-107
-0.7% -$4.99K 0.33% 34
2021
Q3 		$685K Sell
15,487
-450
-3% -$19.9K 0.36% 35
2021
Q2 		$696K Sell
15,937
-148
-0.9% -$6.53K 0.34% 39
2021
Q1 		$669K Sell
16,085
-1,160
-7% -$45.1K 0.37% 35
2020
Q4 		$591K Sell
17,245
-1,263
-7% -$38.7K 0.34% 32
2020
Q3 		$470K Buy
18,508
+94
+0.5% +$2.45K 0.3% 30
2020
Q2 		$469K Sell
18,414
-1,230
-6% -$29.5K 0.37% 23
2020
Q1 		$415K Sell
19,644
-92,611
-83% -$2.77M 0.43% 25
2019
Q4 		$6.25M Buy
112,255
+88,988
+382% +$2.89M 6.06% 6
2019
Q3 		$740K Buy
23,267
+26
+0.1% +$822 0.85% 21
2019
Q2 		$736K Buy
23,241
+348
+2% +$10.9K 0.73% 21
2019
Q1 		$693K Sell
22,893
-14,216
-38% -$425K 0.7% 21
2018
Q4 		$1M Sell
37,109
-552
-1% -$16.3K 1.11% 20
2018
Q3 		$1.2M Sell
37,661
-173
-0.5% -$5.59K 1.03% 19
2018
Q2 		$1.19M Buy
+37,834
New +$1.19M 1.1% 18

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Vishria Bird Financial Group's FXO Position: Q3 2025 in Review

Vishria Bird Financial Group held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2025 at 14,475 shares worth $860K. The position accounts for 0.17% of the portfolio, ranked #48.

Vishria Bird Financial Group first reported a position in FXO in Q2 2018 and has held it in 30 quarters since. The position peaked at $6.25M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

  • Vishria Bird Financial Group held 14,475 shares of First Trust Financials AlphaDEX Fund worth $860K as of Q3 2025.
  • Vishria Bird Financial Group left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2025.
  • First Trust Financials AlphaDEX Fund made up 0.17% of Vishria Bird Financial Group's portfolio in Q3 2025, its #48 holding.
  • Vishria Bird Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q2 2018 and has held it in 30 quarters since.
  • Vishria Bird Financial Group's First Trust Financials AlphaDEX Fund position peaked at $6.25M in Q4 2019.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.