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

Monument Capital 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	-92,440	Closed	-$5.58M	–	232
2025 Q4	$5.58M	Buy	92,440 +3,801	+4%	+$223K	1.39%	13
2025 Q3	$5.26M	Sell	88,639 -6,939	-7%	-$403K	1.32%	14
2025 Q2	$5.36M	Buy	95,578 +381	+0.4%	+$19.9K	1.4%	11
2025 Q1	$5.05M	Sell	95,197 -2,960	-3%	-$162K	1.55%	12
2024 Q4	$5.31M	Sell	98,157 -2,820	-3%	-$155K	1.47%	12
2024 Q3	$5.16M	Sell	100,977 -4,570	-4%	-$225K	1.43%	13
2024 Q2	$4.89M	Buy	105,547 +24,181	+30%	+$1.11M	1.44%	13
2024 Q1	$3.87M	Buy	81,366 +66,825	+460%	+$2.96M	1.11%	23
2023 Q4	$629K	Buy	+14,541	New	+$569K	0.2%	101

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

Monument Capital Management's FXO Position: Q1 2026 in Review

Monument Capital Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 92,440 shares — an estimated $5.58M sold.

Monument Capital Management first reported a position in FXO in Q4 2023 and held it in 9 quarters. The position peaked at $5.58M in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Monument Capital Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Monument Capital Management sold 92,440 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $5.58M.
Monument Capital Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 9 quarters.
Monument Capital Management's First Trust Financials AlphaDEX Fund position peaked at $5.58M in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.