Global View Capital Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Global View Capital Management’s Portfolio FXG Stock Details FXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271K	Sell	4,258 -165	-4%	-$10.7K	0.07%	120
2025 Q4	$268K	Sell	4,423 -1,698	-28%	-$105K	0.05%	123
2025 Q3	$384K	Buy	6,121 +713	+13%	+$45.6K	0.08%	94
2025 Q2	$342K	Buy	5,408 +1,837	+51%	+$118K	0.11%	85
2025 Q1	$233K	Buy	3,571 +46	+1%	+$2.95K	0.08%	97
2024 Q4	$226K	Buy	+3,525	New	+$237K	0.08%	111

Other funds holding FXG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

Global View Capital Management's FXG Position: Q1 2026 in Review

Global View Capital Management reduced its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 3.7% in Q1 2026, selling an estimated $10.7K and leaving 4,258 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #120.

Global View Capital Management first reported a position in FXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q3 2025. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

Global View Capital Management held 4,258 shares of First Trust Consumer Staples AlphaDEX Fund worth $271K as of Q1 2026.
Global View Capital Management sold 165 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2026, an estimated $10.7K.
First Trust Consumer Staples AlphaDEX Fund made up 0.07% of Global View Capital Management's portfolio in Q1 2026, its #120 holding.
Global View Capital Management first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Global View Capital Management's First Trust Consumer Staples AlphaDEX Fund position peaked at $384K in Q3 2025.
115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.