Jeff Yass’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Jeff Yass’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 Q1	–	Sell	-7,500	Closed	-$406K	–	12814
2024 Q4	$406K	Buy	+7,500	New	+$411K	﹤0.01%	9177
2023 Q3	–	Sell	-6,000	Closed	-$226K	–	12321
2023 Q2	$226K	Buy	+6,000	New	+$221K	﹤0.01%	10021
2023 Q1	–	Sell	-5,200	Closed	-$213K	–	12881
2022 Q4	$213K	Buy	+5,200	New	+$214K	﹤0.01%	9974
2022 Q2	–	Sell	-10,000	Closed	-$459K	–	13241
2022 Q1	$459K	Buy	10,000 +400	+4%	+$18.4K	﹤0.01%	9200
2021 Q4	$444K	Buy	+9,600	New	+$448K	﹤0.01%	9502

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

Jeff Yass's FXO Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 66% in Q2 2026, selling an estimated $2.57M and leaving 22,062 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #7369.

Jeff Yass first reported a position in FXO in Q2 2013 and has held it in 46 quarters since. The position peaked at $8.86M in Q1 2020. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

Jeff Yass held 22,062 shares of First Trust Financials AlphaDEX Fund worth $1.38M as of Q2 2026.
Jeff Yass sold 43,170 First Trust Financials AlphaDEX Fund shares in Q2 2026, an estimated $2.57M.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7369 holding.
Jeff Yass first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and has held it in 46 quarters since.
Jeff Yass's First Trust Financials AlphaDEX Fund position peaked at $8.86M in Q1 2020.
220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.