Nilsine Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Nilsine Partners’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	-366,047	Closed	-$22.1M	–	443
2025 Q4	$22.1M	Buy	366,047 +17,325	+5%	+$1.02M	1.91%	10
2025 Q3	$20.7M	Buy	348,722 +93,338	+37%	+$5.42M	1.86%	10
2025 Q2	$14.3M	Sell	255,384 -50,844	-17%	-$2.66M	1.45%	11
2025 Q1	$16.2M	Buy	306,228 +287,719	+1,554%	+$15.7M	1.78%	11
2024 Q4	$1M	Buy	+18,509	New	+$1.01M	0.11%	187
2023 Q2	–	Sell	-26,868	Closed	-$1M	–	350
2023 Q1	$1M	Buy	+26,868	New	+$1.13M	0.16%	165

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $120B AUM 27.84% 1-Year Est. Return

Nilsine Partners's FXO Position: Q1 2026 in Review

Nilsine Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 366,047 shares — an estimated $22.1M sold.

Nilsine Partners first reported a position in FXO in Q1 2023 and held it in 6 quarters. The position peaked at $22.1M in Q4 2025. 225 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Nilsine Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Nilsine Partners sold 366,047 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $22.1M.
Nilsine Partners first reported a position in First Trust Financials AlphaDEX Fund in Q1 2023 and held it in 6 quarters.
Nilsine Partners's First Trust Financials AlphaDEX Fund position peaked at $22.1M in Q4 2025.
225 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.