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Atwood & Palmer’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Atwood & Palmer’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
2016
Q2 		– Sell
-1,149
Closed -$43K – 308
2016
Q1 		$43K Sell
1,149
-168,557
-99% -$6.11M 0.01% 182
2015
Q4 		$6.81M Sell
169,706
-147,303
-46% -$6.05M 1.29% 29
2015
Q3 		$12.7M Sell
317,009
-11,495
-3% -$489K 2.48% 12
2015
Q2 		$14.3M Buy
328,504
+3,633
+1% +$158K 2.57% 10
2015
Q1 		$13.1M Buy
324,871
+83,491
+35% +$3.39M 2.34% 16
2014
Q4 		$9.49M Buy
241,380
+104,605
+76% +$4.04M 1.77% 22
2014
Q3 		$5.33M Buy
136,775
+41,380
+43% +$1.69M 1.01% 34
2014
Q2 		$4.03M Buy
+95,395
New +$4.1M 1.07% 33

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's FKU Position: Q2 2016 in Review

Atwood & Palmer sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2016, closing a stake of 1,149 shares — an estimated $43K sold.

Atwood & Palmer first reported a position in FKU in Q2 2014 and held it in 8 quarters. The position peaked at $14.3M in Q2 2015. 28 funds tracked by Wall St. Rank hold FKU as of Q2 2016.

  • Atwood & Palmer reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Atwood & Palmer sold 1,149 First Trust United Kingdom AlphaDEX Fund shares in Q2 2016, an estimated $43K.
  • Atwood & Palmer first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2014 and held it in 8 quarters.
  • Atwood & Palmer's First Trust United Kingdom AlphaDEX Fund position peaked at $14.3M in Q2 2015.
  • 28 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2016.

Based on Atwood & Palmer's 13F filing for Q2 2016, filed 21 Jul 2016.