Plotkin Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Plotkin Financial Advisors’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	$1.82M	Sell	32,320 -1,331	-4%	-$79K	0.91%	24
2025 Q4	$2.03M	Sell	33,651 -82	-0.2%	-$4.82K	0.99%	23
2025 Q3	$2M	Sell	33,733 -83	-0.2%	-$4.82K	0.99%	23
2025 Q2	$1.9M	Sell	33,816 -466	-1%	-$24.4K	1.05%	23
2025 Q1	$1.82M	Sell	34,282 -209	-0.6%	-$11.4K	1.12%	19
2024 Q4	$1.87M	Sell	34,491 -295	-0.8%	-$16.2K	1.11%	21
2024 Q3	$1.78M	Sell	34,786 -661	-2%	-$32.5K	1.06%	22
2024 Q2	$1.64M	Sell	35,447 -1,353	-4%	-$62.3K	1.06%	25
2024 Q1	$1.75M	Sell	36,800 -468	-1%	-$20.8K	1.16%	23
2023 Q4	$1.61M	Sell	37,268 -792	-2%	-$31K	1.23%	22
2023 Q3	$1.44M	Sell	38,060 -256	-0.7%	-$10.1K	1.27%	23
2023 Q2	$1.44M	Sell	38,316 -4,019	-9%	-$148K	1.2%	23
2023 Q1	$1.58M	Sell	42,335 -3,508	-8%	-$148K	1.47%	21
2022 Q4	$1.88M	Sell	45,843 -1,290	-3%	-$53K	1.91%	18
2022 Q3	$1.73M	Sell	47,133 -149	-0.3%	-$6.07K	1.76%	18
2022 Q2	$1.84M	Sell	47,282 -1,974	-4%	-$83.3K	1.75%	18
2022 Q1	$2.26M	Buy	49,256 +723	+1%	+$33.3K	1.58%	17
2021 Q4	$2.25M	Sell	48,533 -6,969	-13%	-$325K	1.42%	20
2021 Q3	$2.46M	Sell	55,502 -11,916	-18%	-$527K	1.46%	20
2021 Q2	$2.94M	Buy	67,418 +23,575	+54%	+$1.04M	1.63%	21
2021 Q1	$1.82M	Buy	+43,843	New	+$1.7M	1.12%	27
2020 Q1	–	Sell	-115,395	Closed	-$3.87M	–	61
2019 Q4	$3.87M	Buy	+115,395	New	+$3.75M	3.6%	10

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

Plotkin Financial Advisors's FXO Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 4% in Q1 2026, selling an estimated $79K and leaving 32,320 shares worth $1.82M. The position accounts for 0.91% of the portfolio, ranked #24.

Plotkin Financial Advisors first reported a position in FXO in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.87M in Q4 2019. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Plotkin Financial Advisors held 32,320 shares of First Trust Financials AlphaDEX Fund worth $1.82M as of Q1 2026.
Plotkin Financial Advisors sold 1,331 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $79K.
First Trust Financials AlphaDEX Fund made up 0.91% of Plotkin Financial Advisors's portfolio in Q1 2026, its #24 holding.
Plotkin Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and has held it in 22 quarters since.
Plotkin Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $3.87M in Q4 2019.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.