BRWA
FKO

B. Riley Wealth Advisors’s First Trust South Korea AlphaDEX Fund FKO Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-1,060
Closed -$29.3K – 2095
2014
Q2 		$29.3K Buy
+1,060
New +$28.6K 0.01% 1277

Other funds holding FKO

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

B. Riley Wealth Advisors's FKO Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of First Trust South Korea AlphaDEX Fund (FKO) in Q3 2014, closing a stake of 1,060 shares — an estimated $29.3K sold.

B. Riley Wealth Advisors first reported a position in FKO in Q2 2014 and held it in 1 quarter. The position peaked at $29.3K in Q2 2014. 10 funds tracked by Wall St. Rank hold FKO as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining First Trust South Korea AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,060 First Trust South Korea AlphaDEX Fund shares in Q3 2014, an estimated $29.3K.
  • B. Riley Wealth Advisors first reported a position in First Trust South Korea AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust South Korea AlphaDEX Fund position peaked at $29.3K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held First Trust South Korea AlphaDEX Fund as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.