Risk Paradigm Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Risk Paradigm Group’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	$327K	Sell	5,821 -2,503	-30%	-$149K	0.28%	50
2025 Q4	$502K	Buy	+8,324	New	+$489K	0.48%	39
2018 Q4	$489K	Buy	18,097 +1,242	+7%	+$36.7K	1.19%	31
2018 Q3	$539K	Sell	16,855 -36	-0.2%	-$1.16K	1.07%	35
2018 Q2	$529K	Buy	16,891 +2,376	+16%	+$74.9K	1.02%	28
2018 Q1	$451K	Sell	14,515 -410	-3%	-$13K	0.57%	53
2017 Q4	$467K	Buy	14,925 +247	+2%	+$7.57K	0.5%	61
2017 Q3	$436K	Sell	14,678 -816	-5%	-$23.7K	0.53%	60
2017 Q2	$443K	Sell	15,494 -164	-1%	-$4.57K	0.52%	60
2017 Q1	$434K	Sell	15,658 -10,121	-39%	-$281K	0.49%	65
2016 Q4	$697K	Buy	25,779 +2,492	+11%	+$63.6K	0.77%	47
2016 Q3	$566K	Buy	+23,287	New	+$561K	0.42%	68
2016 Q1	–	Sell	-77,779	Closed	-$1.8M	–	229
2015 Q4	$1.8M	Buy	+77,779	New	+$1.83M	2.13%	15
2015 Q3	–	Sell	-37,276	Closed	-$885K	–	467
2015 Q2	$885K	Buy	37,276 +3,459	+10%	+$82.8K	0.84%	43
2015 Q1	$799K	Buy	+33,817	New	+$785K	0.78%	39

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

Risk Paradigm Group's FXO Position: Q1 2026 in Review

Risk Paradigm Group reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 30% in Q1 2026, selling an estimated $149K and leaving 5,821 shares worth $327K. The position accounts for 0.28% of the portfolio, ranked #50.

Risk Paradigm Group first reported a position in FXO in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2015. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Risk Paradigm Group held 5,821 shares of First Trust Financials AlphaDEX Fund worth $327K as of Q1 2026.
Risk Paradigm Group sold 2,503 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $149K.
First Trust Financials AlphaDEX Fund made up 0.28% of Risk Paradigm Group's portfolio in Q1 2026, its #50 holding.
Risk Paradigm Group first reported a position in First Trust Financials AlphaDEX Fund in Q1 2015 and has held it in 15 quarters since.
Risk Paradigm Group's First Trust Financials AlphaDEX Fund position peaked at $1.8M in Q4 2015.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.