Two Sigma Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Two Sigma Investments’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	$11.5M	Buy	204,100 +142,300	+230%	+$8.44M	0.01%	1317
2025 Q4	$3.73M	Sell	61,800 -42,700	-41%	-$2.51M	0.01%	1953
2025 Q3	$6.21M	Buy	104,500 +21,100	+25%	+$1.23M	0.01%	1291
2025 Q2	$4.68M	Buy	+83,400	New	+$4.37M	0.01%	1259
2024 Q4	–	Sell	-38,700	Closed	-$1.98M	–	3302
2024 Q3	$1.98M	Buy	+38,700	New	+$1.91M	﹤0.01%	1689
2024 Q1	–	Sell	-7,400	Closed	-$320K	–	3137
2023 Q4	$320K	Buy	+7,400	New	+$290K	﹤0.01%	2671

Other funds holding FXO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Two Sigma Investments's FXO Position: Q1 2026 in Review

Two Sigma Investments increased its First Trust Financials AlphaDEX Fund (FXO) stake by 230% in Q1 2026, buying an estimated $8.44M and bringing the position to 204,100 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #1317.

Two Sigma Investments first reported a position in FXO in Q4 2023 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Two Sigma Investments held 204,100 shares of First Trust Financials AlphaDEX Fund worth $11.5M as of Q1 2026.
Two Sigma Investments bought 142,300 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $8.44M.
First Trust Financials AlphaDEX Fund made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1317 holding.
Two Sigma Investments first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.