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

GeoWealth 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
Q4 		– Sell
-20,271
Closed -$587K – 786
2025
Q3 		$587K Buy
+20,271
New +$543K 0.02% 409

Other funds holding FCA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

GeoWealth Management's FCA Position: Q4 2025 in Review

GeoWealth Management sold out of First Trust China AlphaDEX Fund (FCA) in Q4 2025, closing a stake of 20,271 shares — an estimated $587K sold.

GeoWealth Management first reported a position in FCA in Q3 2025 and held it in 1 quarter. The position peaked at $587K in Q3 2025. 20 funds tracked by Wall St. Rank hold FCA as of Q4 2025.

  • GeoWealth Management reported no remaining First Trust China AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 20,271 First Trust China AlphaDEX Fund shares in Q4 2025, an estimated $587K.
  • GeoWealth Management first reported a position in First Trust China AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • GeoWealth Management's First Trust China AlphaDEX Fund position peaked at $587K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.