Ameriprise
FKO

Ameriprise’s First Trust South Korea AlphaDEX Fund FKO Stock Holding History

Ameriprise’s Portfolio FKO Stock Details FKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-621
Closed -$17K – 4653
2014
Q3 		$17K Buy
+621
New +$17.4K ﹤0.01% 4563

Other funds holding FKO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's FKO Position: Q4 2014 in Review

Ameriprise sold out of First Trust South Korea AlphaDEX Fund (FKO) in Q4 2014, closing a stake of 621 shares — an estimated $17K sold.

Ameriprise first reported a position in FKO in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 12 funds tracked by Wall St. Rank hold FKO as of Q4 2014.

  • Ameriprise reported no remaining First Trust South Korea AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 621 First Trust South Korea AlphaDEX Fund shares in Q4 2014, an estimated $17K.
  • Ameriprise first reported a position in First Trust South Korea AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Ameriprise's First Trust South Korea AlphaDEX Fund position peaked at $17K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held First Trust South Korea AlphaDEX Fund as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.