FXO ETF Analysis: Financials AlphaDEX Fund | NYSE
Financials Equity | NYSE, USA | Market Cap: 1.055m USD | 12M Return: 15.4% | US33734X1357 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 4.38M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.8 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
FXO is an exchange-traded fund that tracks a modified equal-dollar weighted index composed of stocks selected from the Russell 1000® Index within the financial services sector. The Russell 1000® Index represents the largest 1,000 U.S. companies by market capitalization, providing a broad universe from which the funds holdings are chosen. The fund commits at least 90% of its net assets to the securities comprising this index, employing First Trusts proprietary AlphaDEX® selection methodology-a quantitative, rules-based approach designed to identify stocks with characteristics that may generate positive alpha relative to traditional market-cap-weighted benchmarks.
The funds focus on the financial services sector exposes it to a diverse range of industries, including banks, insurance companies, real estate investment trusts, and capital markets firms. Launched in May 2007, the fund offers investors a rules-based, factor-tilted approach to equity exposure within financials, deviating from passive sector indexing through its modified equal-dollar weighting scheme and stock ranking process.
- Fed rate cuts compress bank net interest margins
- Regional bank credit losses rise on commercial real estate
- Financial sector deregulation boosts capital markets activity
As of November 05, 2026, the stock is trading at USD 64.74 with a total of 22,466 shares traded. Over the past week, the price has changed by +1.62%, over one month by +5.05%, over three months by -2.07% and over the past year by +15.35%.
Current recommended Stop Loss: 62.80 (which is 3% or 2.4 ATR below the current price).
Financials AlphaDEX Fund has no consensus analysts rating.