Global View Capital Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Global View Capital Management’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 Q2	$330K	Sell	6,679 -863	-11%	-$42.2K	0.07%	107
2026 Q1	$374K	Sell	7,542 -304	-4%	-$14.6K	0.1%	101
2025 Q4	$353K	Sell	7,846 -943	-11%	-$43.5K	0.07%	101
2025 Q3	$399K	Buy	8,789 +1,368	+18%	+$60.2K	0.08%	92
2025 Q2	$315K	Buy	+7,421	New	+$308K	0.1%	89

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

CPA

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

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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Global View Capital Management's FXU Position: Q2 2026 in Review

Global View Capital Management reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 11% in Q2 2026, selling an estimated $42.2K and leaving 6,679 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #107.

Global View Capital Management first reported a position in FXU in Q2 2025 and has held it in 5 quarters since. The position peaked at $399K in Q3 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Global View Capital Management held 6,679 shares of First Trust Utilities AlphaDEX Fund worth $330K as of Q2 2026.
Global View Capital Management sold 863 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $42.2K.
First Trust Utilities AlphaDEX Fund made up 0.07% of Global View Capital Management's portfolio in Q2 2026, its #107 holding.
Global View Capital Management first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Global View Capital Management's First Trust Utilities AlphaDEX Fund position peaked at $399K in Q3 2025.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.