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Coppell Advisory Solutions Corp’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-575
Closed -$18.2K – 517
2022
Q4 		$18.2K Buy
+575
New +$17.1K 0.01% 513

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RG
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WIM
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Bank of Montreal
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WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Coppell Advisory Solutions Corp's FKU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2023, closing a stake of 575 shares — an estimated $18.2K sold.

Coppell Advisory Solutions Corp first reported a position in FKU in Q4 2022 and held it in 1 quarter. The position peaked at $18.2K in Q4 2022. 19 funds tracked by Wall St. Rank hold FKU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 575 First Trust United Kingdom AlphaDEX Fund shares in Q1 2023, an estimated $18.2K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust United Kingdom AlphaDEX Fund position peaked at $18.2K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.