MML Investors Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

MML Investors Services’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	$2.57M	Sell	45,756 -34,221	-43%	-$2.03M	0.01%	1182
2025 Q4	$4.83M	Buy	79,977 +4,021	+5%	+$236K	0.01%	882
2025 Q3	$4.51M	Sell	75,956 -15,533	-17%	-$903K	0.01%	863
2025 Q2	$5.13M	Buy	91,489 +4,009	+5%	+$210K	0.01%	774
2025 Q1	$4.64M	Buy	87,480 +30,690	+54%	+$1.68M	0.02%	754
2024 Q4	$3.07M	Sell	56,790 -472	-0.8%	-$25.9K	0.01%	913
2024 Q3	$2.93M	Buy	57,262 +542	+1%	+$26.7K	0.01%	911
2024 Q2	$2.63M	Sell	56,720 -1,583	-3%	-$72.9K	0.01%	917
2024 Q1	$2.77M	Sell	58,303 -67,572	-54%	-$3M	0.01%	900
2023 Q4	$5.45M	Buy	125,875 +32,043	+34%	+$1.25M	0.03%	563
2023 Q3	$3.55M	Buy	93,832 +6,758	+8%	+$267K	0.02%	674
2023 Q2	$3.28M	Buy	87,074 +1,423	+2%	+$52.4K	0.02%	694
2023 Q1	$3.2M	Sell	85,651 -7,131	-8%	-$301K	0.02%	604
2022 Q4	$3.8M	Sell	92,782 -558	-0.6%	-$22.9K	0.03%	582
2022 Q3	$3.44M	Sell	93,340 -3,693	-4%	-$151K	0.03%	552
2022 Q2	$3.77M	Sell	97,033 -7,906	-8%	-$334K	0.03%	515
2022 Q1	$4.82M	Sell	104,939 -36,146	-26%	-$1.67M	0.03%	460
2021 Q4	$6.53M	Buy	141,085 +11,004	+8%	+$513K	0.05%	356
2021 Q3	$5.76M	Buy	130,081 +2,409	+2%	+$107K	0.05%	377
2021 Q2	$5.58M	Buy	127,672 +37,159	+41%	+$1.64M	0.05%	371
2021 Q1	$3.77M	Sell	90,513 -6,546	-7%	-$254K	0.04%	435
2020 Q4	$3.33M	Buy	97,059 +414	+0.4%	+$12.7K	0.04%	414
2020 Q3	$2.45M	Sell	96,645 -3,992	-4%	-$104K	0.03%	454
2020 Q2	$2.56M	Sell	100,637 -5,824	-5%	-$140K	0.03%	413
2020 Q1	$2.25M	Sell	106,461 -343,269	-76%	-$10.3M	0.04%	386
2019 Q4	$15.1M	Sell	449,730 -23,568	-5%	-$766K	0.22%	121
2019 Q3	$15.1M	Buy	473,298 +263,027	+125%	+$8.32M	0.24%	103
2019 Q2	$6.66M	Buy	210,271 +46,725	+29%	+$1.46M	0.1%	225
2019 Q1	$4.95M	Sell	163,546 -5,896	-3%	-$176K	0.08%	252
2018 Q4	$4.58M	Sell	169,442 -2,088	-1%	-$61.7K	0.08%	253
2018 Q3	$5.49M	Buy	171,530 +23,634	+16%	+$764K	0.09%	226
2018 Q2	$4.63M	Buy	147,896 +3,381	+2%	+$107K	0.1%	206
2018 Q1	$4.49M	Buy	144,515 +2,474	+2%	+$78.3K	0.09%	207
2017 Q4	$4.45M	Sell	142,041 -463	-0.3%	-$14.2K	0.08%	203
2017 Q3	$4.23M	Sell	142,504 -1,804	-1%	-$52.4K	0.09%	197
2017 Q2	$4.13M	Buy	+144,308	New	+$4.02M	0.08%	199

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

MML Investors Services's FXO Position: Q1 2026 in Review

MML Investors Services reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 43% in Q1 2026, selling an estimated $2.03M and leaving 45,756 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #1182.

MML Investors Services first reported a position in FXO in Q2 2017 and has held it in 36 quarters since. The position peaked at $15.1M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

MML Investors Services held 45,756 shares of First Trust Financials AlphaDEX Fund worth $2.57M as of Q1 2026.
MML Investors Services sold 34,221 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $2.03M.
First Trust Financials AlphaDEX Fund made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1182 holding.
MML Investors Services first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and has held it in 36 quarters since.
MML Investors Services's First Trust Financials AlphaDEX Fund position peaked at $15.1M in Q4 2019.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.