Arkadios Wealth Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Arkadios Wealth 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
2021 Q3	–	Sell	-147	Closed	-$6K	–	1923
2021 Q2	$6K	Buy	147 +1	+0.7%	+$44	﹤0.01%	1668
2021 Q1	$6K	Buy	146 +1	+0.7%	+$40	﹤0.01%	1319
2020 Q4	$5K	Buy	+145	New	+$4.93K	﹤0.01%	1115

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Arkadios Wealth Advisors's FKU Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2021, closing a stake of 147 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in FKU in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 22 funds tracked by Wall St. Rank hold FKU as of Q3 2021.

Arkadios Wealth Advisors reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 147 First Trust United Kingdom AlphaDEX Fund shares in Q3 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's First Trust United Kingdom AlphaDEX Fund position peaked at $6K in Q2 2021.
22 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.