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Cutter & Co Brokerage’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Cutter & Co Brokerage’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
2025
Q2 		– Sell
-15,246
Closed -$808K – 57
2025
Q1 		$808K Buy
15,246
+37
+0.2% +$2.02K 0.19% 76
2024
Q4 		$823K Sell
15,209
-368
-2% -$20.2K 0.2% 71
2024
Q3 		$796K Sell
15,577
-90
-0.6% -$4.43K 0.18% 78
2024
Q2 		$725K Sell
15,667
-1,129
-7% -$52K 0.18% 77
2024
Q1 		$798K Sell
16,796
-1,644
-9% -$72.9K 0.2% 79
2023
Q4 		$798K Sell
18,440
-2,791
-13% -$109K 0.22% 74
2023
Q3 		$803K Buy
21,231
+1,106
+5% +$43.7K 0.23% 67
2023
Q2 		$759K Buy
20,125
+848
+4% +$31.2K 0.22% 71
2023
Q1 		$720K Buy
19,277
+721
+4% +$30.4K 0.22% 78
2022
Q4 		$760K Buy
18,556
+1,141
+7% +$46.9K 0.26% 71
2022
Q3 		$641K Buy
17,415
+2,088
+14% +$85.1K 0.24% 78
2022
Q2 		$595K Buy
15,327
+1,532
+11% +$64.6K 0.2% 95
2022
Q1 		$633K Buy
13,795
+544
+4% +$25.1K 0.19% 95
2021
Q4 		$613K Buy
13,251
+6,124
+86% +$286K 0.17% 116
2021
Q3 		$315K Buy
+7,127
New +$315K 0.08% 207

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Cutter & Co Brokerage's FXO Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 15,246 shares — an estimated $808K sold.

Cutter & Co Brokerage first reported a position in FXO in Q3 2021 and held it in 15 quarters. The position peaked at $823K in Q4 2024. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 15,246 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $808K.
  • Cutter & Co Brokerage first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 15 quarters.
  • Cutter & Co Brokerage's First Trust Financials AlphaDEX Fund position peaked at $823K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.