Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-200
Closed -$6K – 3040
2018
Q4 		$6K Hold
200
– – ﹤0.01% 1478
2018
Q3 		$8K Hold
200
– – ﹤0.01% 1219
2018
Q2 		$8K Buy
+200
New +$8.29K ﹤0.01% 1064

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CS
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Carson Wealth (CWM LLC)'s FKU Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2019, closing a stake of 200 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in FKU in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 13 funds tracked by Wall St. Rank hold FKU as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 First Trust United Kingdom AlphaDEX Fund shares in Q1 2019, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s First Trust United Kingdom AlphaDEX Fund position peaked at $8K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.