Capital Square’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Capital Square’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 Q3	$213K	Buy	+3,506	New	+$228K	0.09%	226

Other funds holding FXO

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Capital Square's FXO Position: Q3 2026 in Review

Capital Square opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q3 2026: 3,506 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #226 among its holdings.

42 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

Capital Square held 3,506 shares of First Trust Financials AlphaDEX Fund worth $213K as of Q3 2026.
First Trust Financials AlphaDEX Fund was a new Capital Square position in Q3 2026.
First Trust Financials AlphaDEX Fund made up 0.09% of Capital Square's portfolio in Q3 2026, its #226 holding.
42 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.