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

Baird’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
2014
Q1 		– Sell
-11,119
Closed -$480K – 1130
2013
Q4 		$480K Sell
11,119
-171
-2% -$6.92K 0.01% 851
2013
Q3 		$441K Buy
+11,290
New +$427K 0.01% 836

Other funds holding FKU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird's FKU Position: Q1 2014 in Review

Baird sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2014, closing a stake of 11,119 shares — an estimated $480K sold.

Baird first reported a position in FKU in Q3 2013 and held it in 2 quarters. The position peaked at $480K in Q4 2013. 15 funds tracked by Wall St. Rank hold FKU as of Q1 2014.

  • Baird reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Baird sold 11,119 First Trust United Kingdom AlphaDEX Fund shares in Q1 2014, an estimated $480K.
  • Baird first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2013 and held it in 2 quarters.
  • Baird's First Trust United Kingdom AlphaDEX Fund position peaked at $480K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2014.

Based on Baird's 13F filing for Q1 2014, filed 9 May 2014.