Moloney Securities Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Moloney Securities Asset 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
2025 Q3	$212K	Buy	+3,573	New	+$208K	0.03%	434
2022 Q2	–	Sell	-5,155	Closed	-$237K	–	398
2022 Q1	$237K	Buy	5,155 +17	+0.3%	+$784	0.05%	352
2021 Q4	$238K	Buy	5,138 +33	+0.6%	+$1.54K	0.04%	373
2021 Q3	$226K	Buy	5,105 +24	+0.5%	+$1.06K	0.04%	370
2021 Q2	$222K	Buy	5,081 +22	+0.4%	+$971	0.04%	379
2021 Q1	$210K	Buy	+5,059	New	+$197K	0.04%	368
2020 Q1	–	Sell	-6,140	Closed	-$206K	–	309
2019 Q4	$206K	Buy	+6,140	New	+$200K	0.06%	319
2019 Q2	–	Sell	-6,777	Closed	-$205K	–	328
2019 Q1	$205K	Buy	+6,777	New	+$203K	0.07%	273
2018 Q4	–	Sell	-8,034	Closed	-$257K	–	296
2018 Q3	$257K	Buy	8,034 +97	+1%	+$3.13K	0.09%	228
2018 Q2	$249K	Buy	7,937 +340	+4%	+$10.7K	0.09%	237
2018 Q1	$236K	Buy	+7,597	New	+$240K	0.1%	246

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Moloney Securities Asset Management's FXO Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q3 2025: 3,573 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in FXO as recently as Q1 2022.

Moloney Securities Asset Management first reported a position in FXO in Q1 2018 and has held it in 11 quarters since. The position peaked at $257K in Q3 2018. 221 funds tracked by Wall St. Rank hold FXO as of Q3 2025.

Moloney Securities Asset Management held 3,573 shares of First Trust Financials AlphaDEX Fund worth $212K as of Q3 2025.
First Trust Financials AlphaDEX Fund was a new Moloney Securities Asset Management position in Q3 2025.
First Trust Financials AlphaDEX Fund made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #434 holding.
Moloney Securities Asset Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2018 and has held it in 11 quarters since.
Moloney Securities Asset Management's First Trust Financials AlphaDEX Fund position peaked at $257K in Q3 2018.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.