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

WCG 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	$20.3M	Buy	324,995 +21,172	+7%	+$1.26M	0.48%	59
2026 Q1	$17.1M	Buy	303,823 +8,936	+3%	+$530K	0.48%	59
2025 Q4	$17.8M	Buy	294,887 +189,857	+181%	+$11.2M	0.5%	56
2025 Q3	$6.24M	Sell	105,030 -11,230	-10%	-$653K	0.39%	74
2025 Q2	$6.52M	Buy	116,260 +11,792	+11%	+$617K	0.42%	73
2025 Q1	$5.54M	Sell	104,468 -16,786	-14%	-$918K	0.42%	77
2024 Q4	$6.56M	Buy	+121,254	New	+$6.64M	0.43%	75

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCG Wealth Advisors's FXO Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 7% in Q2 2026, buying an estimated $1.26M and bringing the position to 324,995 shares worth $20.3M. The position accounts for 0.48% of the portfolio, ranked #59.

WCG Wealth Advisors first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

WCG Wealth Advisors held 324,995 shares of First Trust Financials AlphaDEX Fund worth $20.3M as of Q2 2026.
WCG Wealth Advisors bought 21,172 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $1.26M.
First Trust Financials AlphaDEX Fund made up 0.48% of WCG Wealth Advisors's portfolio in Q2 2026, its #59 holding.
WCG Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.