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Jones Financial Companies’s
First Trust Financials AlphaDEX Fund
FXO
Stock Holding History
Jones Financial Companies’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
$2.28M
Buy
41,909
+4,268
+11%
+$253K
﹤0.01%
1368
2025
Q4
$2.27M
Buy
37,641
+5,348
+17%
+$314K
﹤0.01%
890
2025
Q3
$1.92M
Buy
32,293
+3,548
+12%
+$206K
﹤0.01%
872
2025
Q2
$1.6M
Buy
28,745
+2,844
+11%
+$149K
﹤0.01%
826
2025
Q1
$1.36M
Buy
25,901
+11,045
+74%
+$604K
﹤0.01%
757
2024
Q4
$804K
Buy
14,856
+5,722
+63%
+$314K
﹤0.01%
815
2024
Q3
$465K
Buy
9,134
+5,119
+127%
+$252K
﹤0.01%
847
2024
Q2
$186K
Buy
4,015
+4,004
+36,400%
+$184K
﹤0.01%
857
2024
Q1
$522
Hold
11
–
–
﹤0.01%
1332
2023
Q4
$474
Buy
+11
New
+$431
﹤0.01%
993
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
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
$564B 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
$431B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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