JY
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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
2014
Q4 		– Sell
-9,500
Closed -$208K – 9756
2014
Q3 		$208K Sell
9,500
-1,500
-14% -$33.3K ﹤0.01% 8613
2014
Q2 		$245K Buy
+11,000
New +$239K ﹤0.01% 8718

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
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.