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Luminist Capital’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Luminist Capital’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 		– Sell
-244
Closed -$14.7K – 171
2025
Q4 		$14.7K Hold
244
– – 0.02% 111
2025
Q3 		$14.3K Hold
244
– – 0.01% 158
2025
Q2 		$13.8K Hold
244
– – 0.01% 148
2025
Q1 		$12.9K Hold
244
– – 0.01% 114
2024
Q4 		$13.2K Buy
+244
New +$13.4K 0.02% 107

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Luminist Capital's FXO Position: Q1 2026 in Review

Luminist Capital sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 244 shares — an estimated $14.7K sold.

Luminist Capital first reported a position in FXO in Q4 2024 and held it in 5 quarters. The position peaked at $14.7K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Luminist Capital reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Luminist Capital sold 244 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $14.7K.
  • Luminist Capital first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
  • Luminist Capital's First Trust Financials AlphaDEX Fund position peaked at $14.7K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.