AGA
FKU icon

Accuvest Global Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Accuvest Global Advisors’s Portfolio FKU Stock Details FKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-159,342
Closed -$6.93M – 76
2015
Q2 		$6.93M Buy
159,342
+77,175
+94% +$3.37M 2.58% 12
2015
Q1 		$3.32M Sell
82,167
-41,571
-34% -$1.69M 1.28% 23
2014
Q4 		$4.86M Sell
123,738
-26,730
-18% -$1.03M 1.04% 22
2014
Q3 		$5.86M Buy
+150,468
New +$6.15M 1.93% 17

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accuvest Global Advisors's FKU Position: Q3 2015 in Review

Accuvest Global Advisors sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2015, closing a stake of 159,342 shares — an estimated $6.93M sold.

Accuvest Global Advisors first reported a position in FKU in Q3 2014 and held it in 4 quarters. The position peaked at $6.93M in Q2 2015. 29 funds tracked by Wall St. Rank hold FKU as of Q3 2015.

  • Accuvest Global Advisors reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Accuvest Global Advisors sold 159,342 First Trust United Kingdom AlphaDEX Fund shares in Q3 2015, an estimated $6.93M.
  • Accuvest Global Advisors first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2014 and held it in 4 quarters.
  • Accuvest Global Advisors's First Trust United Kingdom AlphaDEX Fund position peaked at $6.93M in Q2 2015.
  • 29 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2015.

Based on Accuvest Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.