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

Sunbelt 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	$40.4K	Buy	720 +4	+0.6%	+$237	﹤0.01%	1076
2025 Q4	$43.2K	Buy	716 +3	+0.4%	+$176	﹤0.01%	1033
2025 Q3	$42.3K	Buy	713 +7	+1%	+$407	﹤0.01%	1042
2025 Q2	$38.2K	Sell	706 -3	-0.4%	-$157	﹤0.01%	1002
2025 Q1	$37.6K	Buy	709 +6	+0.9%	+$328	﹤0.01%	975
2024 Q4	$38.1K	Hold	703	–	–	﹤0.01%	1002
2024 Q3	$36K	Buy	703 +5	+0.7%	+$246	﹤0.01%	1022
2024 Q2	$32.3K	Hold	698	–	–	﹤0.01%	1007
2024 Q1	$33.2K	Buy	698 +2	+0.3%	+$89	﹤0.01%	968
2023 Q4	$30.1K	Buy	696 +4	+0.6%	+$157	﹤0.01%	921
2023 Q3	$26.2K	Buy	692 +4	+0.6%	+$158	﹤0.01%	948
2023 Q2	$25.9K	Buy	688 +7	+1%	+$258	﹤0.01%	954
2023 Q1	$25K	Buy	+681	New	+$28.7K	﹤0.01%	898
2015 Q2	–	Sell	-10,724	Closed	-$283K	–	126
2015 Q1	$283K	Buy	+10,724	New	+$249K	0.42%	55

Other funds holding FXO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's FXO Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.56% in Q1 2026, buying an estimated $237 and bringing the position to 720 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Sunbelt Securities first reported a position in FXO in Q1 2015 and has held it in 14 quarters since. The position peaked at $283K in Q1 2015. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Sunbelt Securities held 720 shares of First Trust Financials AlphaDEX Fund worth $40.4K as of Q1 2026.
Sunbelt Securities bought 4 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $237.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1076 holding.
Sunbelt Securities first reported a position in First Trust Financials AlphaDEX Fund in Q1 2015 and has held it in 14 quarters since.
Sunbelt Securities's First Trust Financials AlphaDEX Fund position peaked at $283K in Q1 2015.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.