Principal Securities’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Principal Securities’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	$265K	Sell	4,711 -118	-2%	-$7K	﹤0.01%	1265
2025 Q4	$291K	Sell	4,829 -410	-8%	-$24.1K	﹤0.01%	1154
2025 Q3	$311K	Sell	5,239 -42	-0.8%	-$2.44K	0.01%	1113
2025 Q2	$296K	Sell	5,281 -183	-3%	-$9.58K	0.01%	1069
2025 Q1	$296K	Hold	5,464	–	–	0.01%	981
2024 Q4	$296K	Sell	5,464 -368	-6%	-$20.2K	0.01%	974
2024 Q3	$298K	Sell	5,832 -1,057	-15%	-$52K	0.01%	934
2024 Q2	$319K	Sell	6,889 -361	-5%	-$16.6K	0.01%	856
2024 Q1	$345K	Sell	7,250 -21	-0.3%	-$932	0.01%	812
2023 Q4	$315K	Buy	+7,271	New	+$285K	0.01%	776

Other funds holding FXO

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return