Leelyn Smith’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Leelyn Smith’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,238	Closed	-$416K	–	158
2025 Q4	$416K	Buy	9,238 +553	+6%	+$25.5K	0.06%	119
2025 Q3	$395K	Sell	8,685 -81	-0.9%	-$3.57K	0.06%	117
2025 Q2	$372K	Buy	+8,766	New	+$364K	0.06%	112
2022 Q4	–	Sell	-13,652	Closed	-$417K	–	478
2022 Q3	$417K	Buy	+13,652	New	+$463K	0.14%	90

Other funds holding FXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leelyn Smith's FXU Position: Q1 2026 in Review

Leelyn Smith sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026, closing a stake of 9,238 shares — an estimated $416K sold.

Leelyn Smith first reported a position in FXU in Q3 2022 and held it in 4 quarters. The position peaked at $417K in Q3 2022. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Leelyn Smith reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Leelyn Smith sold 9,238 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $416K.
Leelyn Smith first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2022 and held it in 4 quarters.
Leelyn Smith's First Trust Utilities AlphaDEX Fund position peaked at $417K in Q3 2022.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

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