KF
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KKM Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

KKM Financial’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 		$700K Hold
11,604
– – 0.12% 108
2025
Q4 		$700K Sell
11,604
-1,497
-11% -$88K 0.12% 108
2025
Q3 		$778K Buy
13,101
+192
+1% +$11.2K 0.24% 74
2025
Q2 		$724K Sell
12,909
-2,309
-15% -$121K 0.25% 84
2025
Q1 		$807K Buy
15,218
+729
+5% +$39.9K 0.34% 77
2024
Q4 		$784K Buy
14,489
+1,150
+9% +$63K 0.33% 74
2024
Q3 		$682K Sell
13,339
-2,861
-18% -$141K 0.34% 70
2024
Q2 		$750K Buy
16,200
+1,703
+12% +$78.4K 0.36% 75
2024
Q1 		$689K Buy
+14,497
New +$643K 0.34% 79

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