Westside Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Westside Investment 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	$15.6K	Sell	250 -50	-17%	-$2.98K	﹤0.01%	1006
2026 Q1	$16.9K	Hold	300	–	–	﹤0.01%	961
2025 Q4	$18.1K	Hold	300	–	–	﹤0.01%	906
2025 Q3	$17.8K	Hold	300	–	–	﹤0.01%	924
2025 Q2	$16.8K	Hold	300	–	–	﹤0.01%	744
2025 Q1	$15.9K	Hold	300	–	–	﹤0.01%	608
2024 Q4	$16.2K	Hold	300	–	–	﹤0.01%	603
2024 Q3	$15.3K	Hold	300	–	–	﹤0.01%	620
2024 Q2	$13.9K	Hold	300	–	–	﹤0.01%	606
2024 Q1	$14.3K	Sell	300 -64	-18%	-$2.84K	﹤0.01%	571
2023 Q4	$15.8K	Hold	364	–	–	﹤0.01%	529
2023 Q3	$13.8K	Hold	364	–	–	﹤0.01%	535
2023 Q2	$13.7K	Hold	364	–	–	﹤0.01%	537
2023 Q1	$13.6K	Hold	364	–	–	﹤0.01%	534
2022 Q4	$14	Hold	364	–	–	﹤0.01%	565
2022 Q3	$13	Hold	364	–	–	﹤0.01%	558
2022 Q2	$14	Hold	364	–	–	﹤0.01%	548
2022 Q1	$16	Hold	364	–	–	﹤0.01%	549
2021 Q4	$16	Hold	364	–	–	﹤0.01%	533
2021 Q3	$16	Hold	364	–	–	﹤0.01%	515
2021 Q2	$15	Hold	364	–	–	﹤0.01%	521
2021 Q1	$15	Hold	364	–	–	﹤0.01%	499
2020 Q4	$12	Hold	364	–	–	﹤0.01%	484
2020 Q3	$9	Sell	364 -364	-50%	-$9.48K	﹤0.01%	504
2020 Q2	$18	Hold	728	–	–	﹤0.01%	415
2020 Q1	$15	Buy	+728	New	+$21.8K	﹤0.01%	421
2019 Q2	$23K	Buy	+728	New	+$22.7K	0.01%	370
2018 Q4	$19.7K	Hold	728	–	–	0.01%	380
2018 Q3	$23.2K	Hold	728	–	–	0.01%	335
2018 Q2	$22.9K	Hold	728	–	–	0.01%	389
2018 Q1	$22.1K	Hold	728	–	–	0.01%	370
2017 Q4	$23.1K	Hold	728	–	–	0.01%	383
2017 Q3	$21.8K	Hold	728	–	–	0.01%	374
2017 Q2	$20.9K	Hold	728	–	–	0.01%	375
2017 Q1	$19.9K	Buy	+728	New	+$20.2K	0.01%	355

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

Westside Investment Management's FXO Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 17% in Q2 2026, selling an estimated $2.98K and leaving 250 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Westside Investment Management first reported a position in FXO in Q1 2017 and has held it in 35 quarters since. The position peaked at $23.2K in Q3 2018. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Westside Investment Management held 250 shares of First Trust Financials AlphaDEX Fund worth $15.6K as of Q2 2026.
Westside Investment Management sold 50 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.98K.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1006 holding.
Westside Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's First Trust Financials AlphaDEX Fund position peaked at $23.2K in Q3 2018.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.