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Benjamin Edwards Inc’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Benjamin Edwards Inc’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
2025
Q1 		– Sell
-52,444
Closed -$2M – 1109
2024
Q4 		$2M Sell
52,444
-4,756
-8% -$189K 0.03% 440
2024
Q3 		$2.39M Buy
+57,200
New +$2.28M 0.03% 397

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Benjamin Edwards Inc's FKU Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2025, closing a stake of 52,444 shares — an estimated $2M sold.

Benjamin Edwards Inc first reported a position in FKU in Q3 2024 and held it in 2 quarters. The position peaked at $2.39M in Q3 2024. 22 funds tracked by Wall St. Rank hold FKU as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 52,444 First Trust United Kingdom AlphaDEX Fund shares in Q1 2025, an estimated $2M.
  • Benjamin Edwards Inc first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's First Trust United Kingdom AlphaDEX Fund position peaked at $2.39M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.