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 Q3	$14.8K	Hold	244	–	–	0.01%	169
2026 Q2	$15.2K	Buy	+244	New	+$14.5K	0.02%	151
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Luminist Capital's FXO Position: Q3 2026 in Review

Luminist Capital held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q3 2026 at 244 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #169.

Luminist Capital first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q2 2026. 195 funds tracked by Wall St. Rank hold FXO as of Q3 2026.

Luminist Capital held 244 shares of First Trust Financials AlphaDEX Fund worth $14.8K as of Q3 2026.
Luminist Capital left its First Trust Financials AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Financials AlphaDEX Fund made up 0.01% of Luminist Capital's portfolio in Q3 2026, its #169 holding.
Luminist Capital first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Luminist Capital's First Trust Financials AlphaDEX Fund position peaked at $15.2K in Q2 2026.
195 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.