WealthBridge Capital Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WealthBridge Capital Management’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	$295K	Buy	5,257 +1,829	+53%	+$109K	0.07%	180
2025 Q4	$207K	Buy	3,428 +9	+0.3%	+$529	0.05%	202
2025 Q3	$203K	Buy	+3,419	New	+$199K	0.05%	207
2023 Q2	–	Sell	-5,385	Closed	-$201K	–	191
2023 Q1	$201K	Buy	+5,385	New	+$227K	0.08%	181
2019 Q2	–	Sell	-1,901	Closed	-$60K	–	383
2019 Q1	$60K	Hold	1,901	–	–	0.04%	262
2018 Q4	$51K	Buy	+1,901	New	+$56.1K	0.04%	244

Other funds holding FXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthBridge Capital Management's FXO Position: Q1 2026 in Review

WealthBridge Capital Management increased its First Trust Financials AlphaDEX Fund (FXO) stake by 53% in Q1 2026, buying an estimated $109K and bringing the position to 5,257 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #180.

WealthBridge Capital Management first reported a position in FXO in Q4 2018 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

WealthBridge Capital Management held 5,257 shares of First Trust Financials AlphaDEX Fund worth $295K as of Q1 2026.
WealthBridge Capital Management bought 1,829 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $109K.
First Trust Financials AlphaDEX Fund made up 0.07% of WealthBridge Capital Management's portfolio in Q1 2026, its #180 holding.
WealthBridge Capital Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.