Retirement Planning Group (Kansas)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Retirement Planning Group (Kansas)’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	$266K	Sell	4,740 -91	-2%	-$5.4K	0.01%	422
2025 Q4	$292K	Buy	4,831 +59	+1%	+$3.47K	0.01%	346
2025 Q3	$283K	Buy	+4,772	New	+$277K	0.01%	333

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

Retirement Planning Group (Kansas)'s FXO Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 1.9% in Q1 2026, selling an estimated $5.4K and leaving 4,740 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #422.

Retirement Planning Group (Kansas) first reported a position in FXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $292K in Q4 2025. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Retirement Planning Group (Kansas) held 4,740 shares of First Trust Financials AlphaDEX Fund worth $266K as of Q1 2026.
Retirement Planning Group (Kansas) sold 91 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $5.4K.
First Trust Financials AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #422 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Financials AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
Retirement Planning Group (Kansas)'s First Trust Financials AlphaDEX Fund position peaked at $292K in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.