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Belpointe Asset Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Belpointe Asset Management’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
-4,295
Closed -$189K – 1197
2021
Q2 		$189K Buy
+4,295
New +$191K 0.01% 853

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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

Belpointe Asset Management's FKU Position: Q3 2021 in Review

Belpointe Asset Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2021, closing a stake of 4,295 shares — an estimated $189K sold.

Belpointe Asset Management first reported a position in FKU in Q2 2021 and held it in 1 quarter. The position peaked at $189K in Q2 2021. 22 funds tracked by Wall St. Rank hold FKU as of Q3 2021.

  • Belpointe Asset Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 4,295 First Trust United Kingdom AlphaDEX Fund shares in Q3 2021, an estimated $189K.
  • Belpointe Asset Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Belpointe Asset Management's First Trust United Kingdom AlphaDEX Fund position peaked at $189K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2021.

Based on Belpointe Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.