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 Q2	$379K	Buy	6,070 +813	+15%	+$48.4K	0.08%	168
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 $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

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

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

WealthBridge Capital Management's FXO Position: Q2 2026 in Review

WealthBridge Capital Management increased its First Trust Financials AlphaDEX Fund (FXO) stake by 15% in Q2 2026, buying an estimated $48.4K and bringing the position to 6,070 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #168.

WealthBridge Capital Management first reported a position in FXO in Q4 2018 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

WealthBridge Capital Management held 6,070 shares of First Trust Financials AlphaDEX Fund worth $379K as of Q2 2026.
WealthBridge Capital Management bought 813 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $48.4K.
First Trust Financials AlphaDEX Fund made up 0.08% of WealthBridge Capital Management's portfolio in Q2 2026, its #168 holding.
WealthBridge Capital Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.