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FXO
+2.99 · +5.15%
$61.05 · NYSE ARCA

First Trust Financials AlphaDEX® Fund (FXO) ETF Analysis | Financial

First Trust · United States
AUM:$2.1B
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.62% — moderate cost. Consider how fees compound over long holding periods.

What is FXO?

The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FXO returned 11.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.62%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 17.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.1B
Expense Ratio0.62%
Dividend Yield1.76%
Holdings49
Inception DateMay 2007
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta1.17
CategoryFinancial
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.4%
1Y
+13.6%
3Y
+79.6%
5Y
+62.1%
OpenBook InsightIf you had invested £10,000 in FXO 5 years ago, it would have grown to £16,208 — a gain of £6,208.

Annual Returns

Calendar year performance

FXO delivered positive returns in 4 of the last 5 calendar years.
YearFXO
2026 YTD+10.1%
2025+13.9%
2024+27.2%
2023+9.1%
2022-9.6%
CAGR 4yr+9.3%
4/5 positive yearsAvg return: +10.1%Worst year: -9.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.1%
Low
Momentum
+2.2%
30-day change
Support Level
65.39
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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