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Advisor Group’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Advisor Group’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
2019
Q4 		– Sell
-30
Closed -$1K – 5346
2019
Q3 		$1K Hold
30
– – ﹤0.01% 5110
2019
Q2 		$1K Sell
30
-3,247
-99% -$119K ﹤0.01% 5100
2019
Q1 		$120K Buy
+3,277
New +$117K ﹤0.01% 2697

Other funds holding FKU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Advisor Group's FKU Position: Q4 2019 in Review

Advisor Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Advisor Group first reported a position in FKU in Q1 2019 and held it in 3 quarters. The position peaked at $120K in Q1 2019. 14 funds tracked by Wall St. Rank hold FKU as of Q4 2019.

  • Advisor Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 30 First Trust United Kingdom AlphaDEX Fund shares in Q4 2019, an estimated $1K.
  • Advisor Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2019 and held it in 3 quarters.
  • Advisor Group's First Trust United Kingdom AlphaDEX Fund position peaked at $120K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.