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Financial Freedom LLC’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Financial Freedom LLC’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
-964
Closed -$54K – 360
2025
Q2 		$54K Sell
964
-3,235
-77% -$169K 0.03% 167
2025
Q1 		$223K Buy
4,199
+14
+0.3% +$766 0.13% 95
2024
Q4 		$227K Sell
4,185
-640
-13% -$35.1K 0.12% 88
2024
Q3 		$247K Sell
4,825
-3,319
-41% -$163K 0.13% 87
2024
Q2 		$377K Sell
8,144
-1,404
-15% -$64.7K 0.21% 73
2024
Q1 		$454K Buy
9,548
+19
+0.2% +$843 0.27% 63
2023
Q4 		$413K Buy
9,529
+47
+0.5% +$1.84K 0.26% 63
2023
Q3 		$359K Buy
9,482
+53
+0.6% +$2.09K 0.25% 63
2023
Q2 		$355K Buy
9,429
+47
+0.5% +$1.73K 0.25% 61
2023
Q1 		$350K Buy
9,382
+1,796
+24% +$75.8K 0.26% 59
2022
Q4 		$311K Buy
+7,586
New +$312K 0.21% 60

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

Financial Freedom LLC's FXO Position: Q3 2025 in Review

Financial Freedom LLC sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2025, closing a stake of 964 shares — an estimated $54K sold.

Financial Freedom LLC first reported a position in FXO in Q4 2022 and held it in 11 quarters. The position peaked at $454K in Q1 2024. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

  • Financial Freedom LLC reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Freedom LLC sold 964 First Trust Financials AlphaDEX Fund shares in Q3 2025, an estimated $54K.
  • Financial Freedom LLC first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 11 quarters.
  • Financial Freedom LLC's First Trust Financials AlphaDEX Fund position peaked at $454K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on Financial Freedom LLC's 13F filing for Q3 2025, filed 13 Nov 2025.