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 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 $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

Claro Advisors's FXO Position: Q1 2026 in Review

Claro Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.09% in Q1 2026, buying an estimated $297 and bringing the position to 5,611 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #357.

Claro Advisors first reported a position in FXO in Q4 2018 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Claro Advisors held 5,611 shares of First Trust Financials AlphaDEX Fund worth $315K as of Q1 2026.
Claro Advisors bought 5 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $297.
First Trust Financials AlphaDEX Fund made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #357 holding.
Claro Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and has held it in 7 quarters since.
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 Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.