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

ROI 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 		$270K Buy
4,803
+23
+0.5% +$1.36K 0.16% 58
2025
Q4 		$288K Buy
4,780
+403
+9% +$23.7K 0.17% 58
2025
Q3 		$260K Sell
4,377
-139
-3% -$8.08K 0.16% 60
2025
Q2 		$253K Buy
4,516
+160
+4% +$8.38K 0.16% 60
2025
Q1 		$231K Sell
4,356
-306
-7% -$16.7K 0.17% 57
2024
Q4 		$252K Buy
4,662
+14
+0.3% +$767 0.17% 56
2024
Q3 		$238K Buy
4,648
+12
+0.3% +$591 0.16% 58
2024
Q2 		$232K Buy
4,636
+13
+0.3% +$599 0.17% 55
2024
Q1 		$220K Buy
+4,623
New +$205K 0.17% 58

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return