Blueprint Investment Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Blueprint Investment Partners’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
2025 Q1	–	Sell	-4,131	Closed	-$224K	–	136
2024 Q4	$224K	Buy	+4,131	New	+$226K	0.04%	183
2023 Q1	–	Sell	-38,626	Closed	-$1.58M	–	254
2022 Q4	$1.58M	Buy	38,626 +28,226	+271%	+$1.16M	0.34%	65
2022 Q3	$383K	Buy	+10,400	New	+$424K	0.1%	88

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blueprint Investment Partners's FXO Position: Q1 2025 in Review

Blueprint Investment Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2025, closing a stake of 4,131 shares — an estimated $224K sold.

Blueprint Investment Partners first reported a position in FXO in Q3 2022 and held it in 3 quarters. The position peaked at $1.58M in Q4 2022. 230 funds tracked by Wall St. Rank hold FXO as of Q1 2025.

Blueprint Investment Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 4,131 First Trust Financials AlphaDEX Fund shares in Q1 2025, an estimated $224K.
Blueprint Investment Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2022 and held it in 3 quarters.
Blueprint Investment Partners's First Trust Financials AlphaDEX Fund position peaked at $1.58M in Q4 2022.
230 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.