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

Leelyn Smith’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
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	–	365
2021 Q2	$527K	Buy	+12,076	New	+$533K	0.16%	90

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Leelyn Smith's FXO Position: Q1 2026 in Review

Leelyn Smith sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2026, closing a stake of 7,547 shares — an estimated $455K sold.

Leelyn Smith first reported a position in FXO in Q2 2021 and held it in 9 quarters. The position peaked at $559K in Q2 2024. 222 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

Leelyn Smith reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Leelyn Smith sold 7,547 First Trust Financials AlphaDEX Fund shares in Q1 2026, an estimated $455K.
Leelyn Smith first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and held it in 9 quarters.
Leelyn Smith's First Trust Financials AlphaDEX Fund position peaked at $559K in Q2 2024.
222 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

Based on Leelyn Smith's 13F filing for Q1 2026, filed 27 Apr 2026.