Y.D. More Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Y.D. More 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	–	Sell	-2,316	Closed	-$140K	–	501
2025 Q4	$140K	Sell	2,316 -1,684	-42%	-$99K	0.01%	214
2025 Q3	$238K	Sell	4,000 -200	-5%	-$11.6K	0.01%	188
2025 Q2	$235K	Buy	4,200 +700	+20%	+$36.7K	0.02%	192
2025 Q1	$186K	Sell	3,500 -1,000	-22%	-$54.7K	0.02%	206
2024 Q4	$668	Buy	+4,500	New	+$247K	﹤0.01%	402

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

Y.D. More Investments's FXO Position: Q1 2026 in Review

Y.D. More Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 2,316 shares — an estimated $140K sold.

Y.D. More Investments first reported a position in FXO in Q4 2024 and held it in 5 quarters. The position peaked at $238K in Q3 2025. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Y.D. More Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Y.D. More Investments sold 2,316 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $140K.
Y.D. More Investments first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
Y.D. More Investments's First Trust Financials AlphaDEX Fund position peaked at $238K in Q3 2025.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.