Caitlin John’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Caitlin John’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	$6.52K	Hold	116	–	–	﹤0.01%	589
2025 Q4	$7K	Hold	116	–	–	﹤0.01%	590
2025 Q3	$6.89K	Buy	+116	New	+$6.74K	﹤0.01%	549
2025 Q1	–	Sell	-116	Closed	-$6.28K	–	365
2024 Q4	$6.28K	Hold	116	–	–	﹤0.01%	538
2024 Q3	$6.55K	Hold	116	–	–	﹤0.01%	538
2024 Q2	$5.37K	Hold	116	–	–	﹤0.01%	548
2024 Q1	$5.51K	Hold	116	–	–	﹤0.01%	550
2023 Q4	$5.02K	Buy	+116	New	+$4.54K	﹤0.01%	552

Other funds holding FXO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Caitlin John's FXO Position: Q1 2026 in Review

Caitlin John held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q1 2026 at 116 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Caitlin John first reported a position in FXO in Q4 2023 and has held it in 8 quarters since. The position peaked at $7K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Caitlin John held 116 shares of First Trust Financials AlphaDEX Fund worth $6.52K as of Q1 2026.
Caitlin John left its First Trust Financials AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #589 holding.
Caitlin John first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
Caitlin John's First Trust Financials AlphaDEX Fund position peaked at $7K in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.