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Ritholtz Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Ritholtz Wealth Management’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
2025
Q4 		– Sell
-4,594
Closed -$273K – 1142
2025
Q3 		$273K Buy
+4,594
New +$267K 0.01% 876

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Ritholtz Wealth Management's FXO Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2025, closing a stake of 4,594 shares — an estimated $273K sold.

Ritholtz Wealth Management first reported a position in FXO in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 245 funds tracked by Wall St. Rank hold FXO as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,594 First Trust Financials AlphaDEX Fund shares in Q4 2025, an estimated $273K.
  • Ritholtz Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $273K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.