Larson Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Larson Financial Group’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	$4.33K	Hold	77	–	–	﹤0.01%	2666
2025 Q4	$4.65K	Hold	77	–	–	﹤0.01%	2487
2025 Q3	$4.57K	Hold	77	–	–	﹤0.01%	2386
2025 Q2	$4.32K	Hold	77	–	–	﹤0.01%	2127
2025 Q1	$4.08K	Hold	77	–	–	﹤0.01%	1936
2024 Q4	$4.17K	Hold	77	–	–	﹤0.01%	1710
2024 Q3	$3.94K	Sell	77 -159	-67%	-$7.83K	﹤0.01%	1711
2024 Q2	$10.9K	Sell	236 -96	-29%	-$4.42K	﹤0.01%	1238
2024 Q1	$15.8K	Sell	332 -11	-3%	-$488	﹤0.01%	943
2023 Q4	$14.8K	Sell	343 -5	-1%	-$196	﹤0.01%	918
2023 Q3	$13.2K	Hold	348	–	–	﹤0.01%	924
2023 Q2	$13.1K	Sell	348 -6	-2%	-$221	﹤0.01%	854
2023 Q1	$13.2K	Sell	354 -8	-2%	-$338	﹤0.01%	845
2022 Q4	$14.8K	Hold	362	–	–	﹤0.01%	762
2022 Q3	$13K	Buy	+362	New	+$14.8K	﹤0.01%	720
2021 Q1	–	Sell	-313	Closed	-$11K	–	869
2020 Q4	$11K	Buy	+313	New	+$9.58K	﹤0.01%	478
2020 Q2	–	Sell	-30	Closed	-$1K	–	708
2020 Q1	$1K	Buy	+30	New	+$898	﹤0.01%	477
2019 Q4	–	Sell	-668	Closed	-$21K	–	604
2019 Q3	$21K	Buy	+668	New	+$21.1K	0.01%	211

Other funds holding FXO

Wells Fargo San Francisco, California $530B 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 $377B 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 $666B 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 $432B 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

Larson Financial Group's FXO Position: Q1 2026 in Review

Larson Financial Group held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q1 2026 at 77 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Larson Financial Group first reported a position in FXO in Q3 2019 and has held it in 18 quarters since. The position peaked at $21K in Q3 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Larson Financial Group held 77 shares of First Trust Financials AlphaDEX Fund worth $4.33K as of Q1 2026.
Larson Financial Group left its First Trust Financials AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2666 holding.
Larson Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and has held it in 18 quarters since.
Larson Financial Group's First Trust Financials AlphaDEX Fund position peaked at $21K in Q3 2019.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.