D.E. Shaw & Co
FXO icon

D.E. Shaw & Co’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

D.E. Shaw & Co’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
Q3 		– Sell
-4,436
Closed -$249K – 4692
2025
Q2 		$249K Sell
4,436
-300
-6% -$15.7K ﹤0.01% 3971
2025
Q1 		$251K Sell
4,736
-15,157
-76% -$829K ﹤0.01% 3839
2024
Q4 		$1.08M Buy
+19,893
New +$1.09M ﹤0.01% 3168

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

D.E. Shaw & Co's FXO Position: Q3 2025 in Review

D.E. Shaw & Co sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2025, closing a stake of 4,436 shares — an estimated $249K sold.

D.E. Shaw & Co first reported a position in FXO in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q4 2024. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

  • D.E. Shaw & Co reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 4,436 First Trust Financials AlphaDEX Fund shares in Q3 2025, an estimated $249K.
  • D.E. Shaw & Co first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • D.E. Shaw & Co's First Trust Financials AlphaDEX Fund position peaked at $1.08M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.