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

DHJJ Financial 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	$4.63K	Hold	82	–	–	﹤0.01%	669
2025 Q4	$4.97K	Sell	82 -3	-4%	-$176	﹤0.01%	631
2025 Q3	$5.07K	Buy	85 +47	+124%	+$2.73K	﹤0.01%	614
2025 Q2	$2.15K	Hold	38	–	–	﹤0.01%	675
2025 Q1	$2.03K	Sell	38 -4	-10%	-$219	﹤0.01%	636
2024 Q4	$2.29K	Sell	42 -4	-9%	-$219	﹤0.01%	602
2024 Q3	$2.37K	Hold	46	–	–	﹤0.01%	590
2024 Q2	$2.14K	Hold	46	–	–	﹤0.01%	552
2024 Q1	$2.2K	Hold	46	–	–	﹤0.01%	544
2023 Q4	$2.01K	Hold	46	–	–	﹤0.01%	543
2023 Q3	$1.75K	Buy	+46	New	+$1.82K	﹤0.01%	552

Other funds holding FXO

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Stifel Financial

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