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

Clal Insurance’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
2015
Q2 		– Sell
-1,294
Closed -$52K – 110
2015
Q1 		$52K Hold
1,294
– – ﹤0.01% 104
2014
Q4 		$51K Buy
+1,294
New +$50K ﹤0.01% 108

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Clal Insurance's FKU Position: Q2 2015 in Review

Clal Insurance sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2015, closing a stake of 1,294 shares — an estimated $52K sold.

Clal Insurance first reported a position in FKU in Q4 2014 and held it in 2 quarters. The position peaked at $52K in Q1 2015. 30 funds tracked by Wall St. Rank hold FKU as of Q2 2015.

  • Clal Insurance reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Clal Insurance sold 1,294 First Trust United Kingdom AlphaDEX Fund shares in Q2 2015, an estimated $52K.
  • Clal Insurance first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2014 and held it in 2 quarters.
  • Clal Insurance's First Trust United Kingdom AlphaDEX Fund position peaked at $52K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2015.

Based on Clal Insurance's 13F filing for Q2 2015, filed 4 Aug 2015.