Leelyn Smith’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,547	Closed	-$455K	–	157
2025 Q4	$455K	Buy	7,547 +419	+6%	+$24.6K	0.07%	115
2025 Q3	$423K	Sell	7,128 -94	-1%	-$5.46K	0.06%	115
2025 Q2	$405K	Sell	7,222 -569	-7%	-$29.8K	0.07%	110
2025 Q1	$413K	Buy	+7,791	New	+$426K	0.07%	109
2024 Q3	–	Sell	-12,086	Closed	-$559K	–	130
2024 Q2	$559K	Buy	+12,086	New	+$557K	0.11%	101
2023 Q2	–	Sell	-12,272	Closed	-$458K	–	117
2023 Q1	$458K	Buy	+12,272	New	+$518K	0.12%	98
2022 Q2	–	Sell	-10,324	Closed	-$474K	–	400
2022 Q1	$474K	Buy	10,324 +488	+5%	+$22.5K	0.12%	91
2021 Q4	$455K	Buy	+9,836	New	+$459K	0.12%	93
2021 Q3	–	Sell	-12,076	Closed	-$527K	–	368
2021 Q2	$527K	Buy	+12,076	New	+$533K	0.16%	90