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Alerus Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Alerus Financial’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 		– Sell
-628
Closed -$37.9K – 532
2025
Q4 		$37.9K Hold
628
– – ﹤0.01% 256
2025
Q3 		$37.3K Buy
+628
New +$36.5K ﹤0.01% 279

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Alerus Financial's FXO Position: Q1 2026 in Review

Alerus Financial sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 628 shares — an estimated $37.9K sold.

Alerus Financial first reported a position in FXO in Q3 2025 and held it in 2 quarters. The position peaked at $37.9K in Q4 2025. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Alerus Financial reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Alerus Financial sold 628 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $37.9K.
  • Alerus Financial first reported a position in First Trust Financials AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Alerus Financial's First Trust Financials AlphaDEX Fund position peaked at $37.9K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.