Crews Bank & Trust’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Crews Bank & Trust’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 Q2	$62.5K	Hold	1,000	–	–	0.01%	339
2026 Q1	$56.2K	Hold	1,000	–	–	0.01%	348
2025 Q4	$60.4K	Hold	1,000	–	–	0.01%	334
2025 Q3	$59.4K	Hold	1,000	–	–	0.01%	347
2025 Q2	$56.1K	Hold	1,000	–	–	0.01%	341
2025 Q1	$53K	Hold	1,000	–	–	0.01%	334
2024 Q4	$54.1K	Buy	+1,000	New	+$54.8K	0.01%	334

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crews Bank & Trust's FXO Position: Q2 2026 in Review

Crews Bank & Trust held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 1,000 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #339.

Crews Bank & Trust first reported a position in FXO in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Crews Bank & Trust held 1,000 shares of First Trust Financials AlphaDEX Fund worth $62.5K as of Q2 2026.
Crews Bank & Trust left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Financials AlphaDEX Fund made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #339 holding.
Crews Bank & Trust first reported a position in First Trust Financials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.