Bank & Trust Company’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bank & Trust Company’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	$11.3K	Hold	181	–	–	0.01%	239
2026 Q1	$10.2K	Hold	181	–	–	0.01%	243
2025 Q4	$10.9K	Hold	181	–	–	0.01%	231
2025 Q3	$10.8K	Hold	181	–	–	0.01%	222
2025 Q2	$10.1K	Hold	181	–	–	0.01%	225
2025 Q1	$9.59K	Hold	181	–	–	0.01%	228
2024 Q4	$9.8K	Hold	181	–	–	0.01%	226
2024 Q3	$9.26K	Hold	181	–	–	0.01%	225
2024 Q2	$8.38K	Buy	+181	New	+$8.34K	0.01%	229

Other funds holding FXO

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return