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AE Wealth Management’s First Trust China AlphaDEX Fund FCA Stock Holding History

AE Wealth Management’s Portfolio FCA Stock Details FCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27
Closed -$565 – 2195
2025
Q1 		$565 Sell
27
-45
-63% -$932 ﹤0.01% 2099
2024
Q4 		$1.44K Buy
+72
New +$1.47K ﹤0.01% 2017

Other funds holding FCA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

AE Wealth Management's FCA Position: Q2 2025 in Review

AE Wealth Management sold out of First Trust China AlphaDEX Fund (FCA) in Q2 2025, closing a stake of 27 shares — an estimated $565 sold.

AE Wealth Management first reported a position in FCA in Q4 2024 and held it in 2 quarters. The position peaked at $1.44K in Q4 2024. 16 funds tracked by Wall St. Rank hold FCA as of Q2 2025.

  • AE Wealth Management reported no remaining First Trust China AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 27 First Trust China AlphaDEX Fund shares in Q2 2025, an estimated $565.
  • AE Wealth Management first reported a position in First Trust China AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's First Trust China AlphaDEX Fund position peaked at $1.44K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.