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 Q2	$691K	Sell	11,065 -539	-5%	-$32.1K	0.09%	105
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

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KKM Financial's FXO Position: Q2 2026 in Review

KKM Financial reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 4.6% in Q2 2026, selling an estimated $32.1K and leaving 11,065 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #105.

KKM Financial first reported a position in FXO in Q1 2024 and has held it in 10 quarters since. The position peaked at $807K in Q1 2025. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

KKM Financial held 11,065 shares of First Trust Financials AlphaDEX Fund worth $691K as of Q2 2026.
KKM Financial sold 539 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $32.1K.
First Trust Financials AlphaDEX Fund made up 0.09% of KKM Financial's portfolio in Q2 2026, its #105 holding.
KKM Financial first reported a position in First Trust Financials AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
KKM Financial's First Trust Financials AlphaDEX Fund position peaked at $807K in Q1 2025.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.