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

Ameriprise’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
Q4 		– Sell
-5,113
Closed -$205K – 3898
2015
Q3 		$205K Buy
+5,113
New +$217K ﹤0.01% 3643
2015
Q1 		– Sell
-17,670
Closed -$695K – 3913
2014
Q4 		$695K Sell
17,670
-11,445
-39% -$443K ﹤0.01% 3002
2014
Q3 		$1.13M Buy
29,115
+8,268
+40% +$338K ﹤0.01% 2736
2014
Q2 		$881K Buy
20,847
+3,557
+21% +$153K ﹤0.01% 2817
2014
Q1 		$747K Buy
17,290
+9,882
+133% +$431K ﹤0.01% 2825
2013
Q4 		$216K Buy
7,408
+3,063
+70% +$124K ﹤0.01% 3114
2013
Q3 		$170K Buy
4,345
+993
+30% +$37.5K ﹤0.01% 3242
2013
Q2 		$115K Buy
+3,352
New +$119K ﹤0.01% 3320

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Ameriprise's FKU Position: Q4 2015 in Review

Ameriprise sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2015, closing a stake of 5,113 shares — an estimated $205K sold.

Ameriprise first reported a position in FKU in Q2 2013 and held it in 8 quarters. The position peaked at $1.13M in Q3 2014. 31 funds tracked by Wall St. Rank hold FKU as of Q4 2015.

  • Ameriprise reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Ameriprise sold 5,113 First Trust United Kingdom AlphaDEX Fund shares in Q4 2015, an estimated $205K.
  • Ameriprise first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2013 and held it in 8 quarters.
  • Ameriprise's First Trust United Kingdom AlphaDEX Fund position peaked at $1.13M in Q3 2014.
  • 31 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2015.

Based on Ameriprise's 13F filing for Q4 2015, filed 11 Feb 2016.