John Overdeck’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

John Overdeck’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	–	Sell	-349,700	Closed	-$17.3M	–	5193
2026 Q1	$17.3M	Buy	+349,700	New	+$16.8M	0.01%	1032
2025 Q3	–	Sell	-192,800	Closed	-$8.17M	–	3741
2025 Q2	$8.17M	Buy	192,800 +38,600	+25%	+$1.6M	0.01%	934
2025 Q1	$6.32M	Buy	+154,200	New	+$6.1M	0.01%	1001
2024 Q3	–	Sell	-12,900	Closed	-$427K	–	3187
2024 Q2	$427K	Buy	+12,900	New	+$430K	﹤0.01%	2437
2024 Q1	–	Sell	-12,000	Closed	-$380K	–	3139
2023 Q4	$380K	Buy	+12,000	New	+$358K	﹤0.01%	2589

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

John Overdeck's FXU Position: Q2 2026 in Review

John Overdeck sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026, closing a stake of 349,700 shares — an estimated $17.3M sold.

John Overdeck first reported a position in FXU in Q4 2023 and held it in 5 quarters. The position peaked at $17.3M in Q1 2026. 196 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

John Overdeck reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 349,700 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $17.3M.
John Overdeck first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2023 and held it in 5 quarters.
John Overdeck's First Trust Utilities AlphaDEX Fund position peaked at $17.3M in Q1 2026.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.