Question 1

How many shares of FXO does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 6,286 shares of FXO (FIRST TRUST FINANCIALS ALPHADEX FUND).

Question 2

What is Steward Partners Investment Advisory, LLC's FXO position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FXO position is worth $392,627.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FXO?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their FXO position (-10.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FXO?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FXO in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	6,286	-10.0%	$392,627	0.0%	$62.46	0
2026-Q1	Decreased	6,983	-5.5%	$392,382	0.0%	$58.94	0
2025-Q4	Increased	7,386	+0.3%	$445,750	0.0%	$60.88	24
2025-Q3	Increased	7,367	+49.5%	$437,508	0.0%	$59.18	33
2025-Q2	Decreased	4,929	-14.8%	$276,305	0.0%	$55.09	0
2025-Q1	Decreased	5,782	-11.3%	$306,435	0.0%	$51.88	0
2024-Q4	Decreased	6,517	-11.2%	$352,747	0.0%	$53.16	0
2024-Q3	Decreased	7,335	-65.2%	$375,046	0.0%	$49.71	0
2024-Q2	Decreased	21,050	-7.5%	$974,399	0.0%	$44.91	0
2024-Q1	Decreased	22,745	-13.5%	$1.1M	0.0%	$45.82	0
2023-Q4	Decreased	26,283	-2.3%	$1.1M	0.0%	$41.60	0
2023-Q3	Decreased	26,914	-58.3%	$1M	0.0%	$36.03	0
2023-Q2	Decreased	64,495	-43.0%	$2.4M	0.0%	$35.53	0
2023-Q1	Increased	113,057	+17.6%	$4.2M	0.1%	$34.38	31
2022-Q4	Increased	96,150	+61.0%	$3.9M	0.1%	$38.07	38
2022-Q3	Increased	59,721	+80.3%	$2.2M	0.0%	$34.19	40
2022-Q2	Increased	33,130	+22.1%	$1.3M	0.0%	$35.70	31
2022-Q1	Decreased	27,133	-7.4%	$1.2M	0.0%	$42.36	0
2021-Q4	Increased	29,291	+190.5%	$1.4M	0.0%	$41.97	41
2021-Q3	Increased	10,083	+28.5%	$446,000	0.0%	$40.33	30
2021-Q2	Decreased	7,847	-21.2%	$343,000	0.0%	$39.01	0
2021-Q1	Increased	9,960	+137.7%	$207.4M	0.0%	$37.42	49
2020-Q4	Increased	4,190	+72.4%	$144,000	0.0%	$30.20	33
2020-Q3	Unchanged	2,430	0.0%	$62,000	0.0%	$22.13	0
2020-Q2	Decreased	2,430	-59.7%	$62,000	0.0%	$21.85	0
2020-Q1	Decreased	6,031	-34.6%	$127,000	0.0%	$18.90	0
2019-Q4	Increased	9,221	+27.9%	$309,000	0.0%	$28.62	29
2019-Q3	Increased	7,212	+189.2%	$229,000	0.0%	$27.04	37
2019-Q2	New	2,494	-	$78,000	0.0%	$26.79	29

FXO29 quarters

FXO
29 quarters