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

Trust Company’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 Q2	$4.75K	Buy	+76	New	+$4.53K	﹤0.01%	487

Other funds holding FXO

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $121M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Trust Company's FXO Position: Q2 2026 in Review

Trust Company opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2026: 76 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

39 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Trust Company held 76 shares of First Trust Financials AlphaDEX Fund worth $4.75K as of Q2 2026.
First Trust Financials AlphaDEX Fund was a new Trust Company position in Q2 2026.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #487 holding.
39 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.