Washington Trust’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Washington 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
2025 Q2	–	Sell	-289	Closed	-$15.3K	–	426
2025 Q1	$15.3K	Hold	289	–	–	﹤0.01%	553
2024 Q4	$15.6K	Hold	289	–	–	﹤0.01%	619
2024 Q3	$14.8K	Hold	289	–	–	﹤0.01%	632
2024 Q2	$13.4K	Hold	289	–	–	﹤0.01%	631
2024 Q1	$13.7K	Sell	289 -259	-47%	-$11.5K	﹤0.01%	627
2023 Q4	$23.7K	Hold	548	–	–	﹤0.01%	531
2023 Q3	$20.7K	Hold	548	–	–	﹤0.01%	533
2023 Q2	$20.7K	Hold	548	–	–	﹤0.01%	559
2023 Q1	$20.5K	Hold	548	–	–	﹤0.01%	556
2022 Q4	$22.4K	Hold	548	–	–	﹤0.01%	534
2022 Q3	$20K	Hold	548	–	–	﹤0.01%	543
2022 Q2	$21K	Hold	548	–	–	﹤0.01%	541
2022 Q1	$25K	Hold	548	–	–	﹤0.01%	537
2021 Q4	$25K	Hold	548	–	–	﹤0.01%	544
2021 Q3	$24K	Sell	548 -55	-9%	-$2.43K	﹤0.01%	651
2021 Q2	$26K	Buy	603 +55	+10%	+$2.43K	﹤0.01%	645
2021 Q1	$23K	Buy	+548	New	+$21.3K	﹤0.01%	648

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Washington Trust's FXO Position: Q2 2025 in Review

Washington Trust sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2025, closing a stake of 289 shares — an estimated $15.3K sold.

Washington Trust first reported a position in FXO in Q1 2021 and held it in 17 quarters. The position peaked at $26K in Q2 2021. 229 funds tracked by Wall St. Rank hold FXO as of Q2 2025.

Washington Trust reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 289 First Trust Financials AlphaDEX Fund shares in Q2 2025, an estimated $15.3K.
Washington Trust first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 17 quarters.
Washington Trust's First Trust Financials AlphaDEX Fund position peaked at $26K in Q2 2021.
229 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.