MinichMacGregor Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

MinichMacGregor Wealth Management’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	-11,884	Closed	-$717K	–	141
2025 Q4	$717K	Sell	11,884 -690	-5%	-$40.6K	0.13%	64
2025 Q3	$747K	Sell	12,574 -139	-1%	-$8.08K	0.15%	64
2025 Q2	$713K	Buy	12,713 +407	+3%	+$21.3K	0.15%	60
2025 Q1	$652K	Sell	12,306 -604	-5%	-$33K	0.15%	59
2024 Q4	$699K	Buy	+12,910	New	+$707K	0.15%	59
2023 Q1	–	Sell	-76	Closed	-$3.11K	–	294
2022 Q4	$3.11K	Buy	+76	New	+$3.13K	﹤0.01%	529
2020 Q1	–	Sell	-55,924	Closed	-$1.87M	–	88
2019 Q4	$1.87M	Buy	55,924 +4,363	+8%	+$142K	1.04%	27
2019 Q3	$1.64M	Buy	+51,561	New	+$1.63M	1.11%	25

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

MinichMacGregor Wealth Management's FXO Position: Q1 2026 in Review

MinichMacGregor Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 11,884 shares — an estimated $717K sold.

MinichMacGregor Wealth Management first reported a position in FXO in Q3 2019 and held it in 8 quarters. The position peaked at $1.87M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

MinichMacGregor Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 11,884 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $717K.
MinichMacGregor Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and held it in 8 quarters.
MinichMacGregor Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $1.87M in Q4 2019.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.