Claro Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Claro Advisors’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	–	Sell	-5,611	Closed	-$315K	–	549
2026 Q1	$315K	Buy	5,611 +5	+0.1%	+$297	0.04%	357
2025 Q4	$338K	Buy	5,606 +407	+8%	+$23.9K	0.05%	307
2025 Q3	$309K	Sell	5,199 -574	-10%	-$33.4K	0.05%	308
2025 Q2	$324K	Buy	5,773 +360	+7%	+$18.9K	0.05%	274
2025 Q1	$287K	Buy	+5,413	New	+$296K	0.04%	393
2019 Q4	–	Sell	-6,689	Closed	-$213K	–	175
2019 Q3	$213K	Buy	+6,689	New	+$212K	0.19%	148
2019 Q1	–	Sell	-550	Closed	-$18K	–	454
2018 Q4	$18K	Buy	+550	New	+$16.2K	0.01%	565

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claro Advisors's FXO Position: Q2 2026 in Review

Claro Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2026, closing a stake of 5,611 shares — an estimated $315K sold.

Claro Advisors first reported a position in FXO in Q4 2018 and held it in 7 quarters. The position peaked at $338K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Claro Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Claro Advisors sold 5,611 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $315K.
Claro Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 7 quarters.
Claro Advisors's First Trust Financials AlphaDEX Fund position peaked at $338K in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.