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Trust Company of Vermont’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Trust Company of Vermont’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 		$25.3K Hold
420
– – ﹤0.01% 705
2025
Q3 		$24.9K Hold
420
– – ﹤0.01% 697
2025
Q2 		$23.5K Buy
+420
New +$22K ﹤0.01% 687

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $7.52B AUM 29.01% 1-Year Est. Return

Trust Company of Vermont's FXO Position: Q4 2025 in Review

Trust Company of Vermont held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q4 2025 at 420 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Trust Company of Vermont first reported a position in FXO in Q2 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold FXO as of Q4 2025.

  • Trust Company of Vermont held 420 shares of First Trust Financials AlphaDEX Fund worth $25.3K as of Q4 2025.
  • Trust Company of Vermont left its First Trust Financials AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #705 holding.
  • Trust Company of Vermont first reported a position in First Trust Financials AlphaDEX Fund in Q2 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.