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SeaCrest Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

SeaCrest Wealth Management’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
-7,981
Closed -$423K – 651
2025
Q1 		$423K Buy
7,981
+19
+0.2% +$1.04K 0.05% 379
2024
Q4 		$431K Sell
7,962
-61
-0.8% -$3.34K 0.05% 383
2024
Q3 		$410K Sell
8,023
-18
-0.2% -$886 0.04% 397
2024
Q2 		$372K Sell
8,041
-89
-1% -$4.1K 0.04% 398
2024
Q1 		$386K Buy
8,130
+4
+0% +$177 0.05% 374
2023
Q4 		$353K Sell
8,126
-993
-11% -$38.9K 0.04% 408
2023
Q3 		$345K Sell
9,119
-638
-7% -$25.2K 0.04% 412
2023
Q2 		$368K Sell
9,757
-54
-0.6% -$1.99K 0.05% 413
2023
Q1 		$366K Sell
9,811
-78
-0.8% -$3.29K 0.05% 412
2022
Q4 		$405K Buy
9,889
+204
+2% +$8.39K 0.06% 373
2022
Q3 		$357K Buy
9,685
+229
+2% +$9.33K 0.05% 398
2022
Q2 		$367K Buy
9,456
+13
+0.1% +$548 0.05% 420
2022
Q1 		$434K Buy
9,443
+427
+5% +$19.7K 0.05% 401
2021
Q4 		$417K Buy
9,016
+1,119
+14% +$52.2K 0.05% 410
2021
Q3 		$349K Sell
7,897
-427
-5% -$18.9K 0.04% 448
2021
Q2 		$364K Buy
8,324
+1,380
+20% +$60.9K 0.04% 435
2021
Q1 		$289K Buy
6,944
+480
+7% +$18.7K 0.04% 486
2020
Q4 		$222K Buy
+6,464
New +$198K 0.03% 536
2020
Q1 		– Sell
-7,432
Closed -$249K – 530
2019
Q4 		$249K Buy
7,432
+19
+0.3% +$618 0.04% 450
2019
Q3 		$236K Buy
7,413
+10
+0.1% +$316 0.04% 450
2019
Q2 		$234K Buy
7,403
+406
+6% +$12.7K 0.05% 438
2019
Q1 		$212K Buy
6,997
+515
+8% +$15.4K 0.04% 444
2018
Q4 		$175K Sell
6,482
-53
-0.8% -$1.56K 0.04% 464
2018
Q3 		$209K Buy
6,535
+19
+0.3% +$614 0.04% 488
2018
Q2 		$204K Buy
6,516
+10
+0.2% +$315 0.04% 484
2018
Q1 		$202K Buy
6,506
+472
+8% +$14.9K 0.04% 483
2017
Q4 		$189K Buy
+6,034
New +$185K 0.03% 515

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

SeaCrest Wealth Management's FXO Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 7,981 shares — an estimated $423K sold.

SeaCrest Wealth Management first reported a position in FXO in Q4 2017 and held it in 27 quarters. The position peaked at $434K in Q1 2022. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 7,981 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $423K.
  • SeaCrest Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 27 quarters.
  • SeaCrest Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $434K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.