Corient Private Wealth
FKU icon

Corient Private Wealth’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Corient Private Wealth’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
2026
Q2 		$1.71M Buy
32,528
+84
+0.3% +$4.47K ﹤0.01% 1520
2026
Q1 		$1.61M Sell
32,444
-31,528
-49% -$1.67M ﹤0.01% 1383
2025
Q4 		$3.26M Buy
63,972
+31,986
+100% +$1.55M ﹤0.01% 1262
2025
Q3 		$1.55M Buy
31,986
+21
+0.1% +$990 ﹤0.01% 1193
2025
Q2 		$1.5M Buy
31,965
+47
+0.1% +$2.05K ﹤0.01% 1174
2025
Q1 		$1.28M Hold
31,918
– – ﹤0.01% 1177
2024
Q4 		$1.22M Sell
31,918
-1,395
-4% -$55.5K ﹤0.01% 1230
2024
Q3 		$1.39M Sell
33,313
-7,743
-19% -$309K ﹤0.01% 1257
2024
Q2 		$1.57M Buy
41,056
+8,629
+27% +$328K ﹤0.01% 1142
2024
Q1 		$1.22M Hold
32,427
– – ﹤0.01% 1244
2023
Q4 		$1.19M Sell
32,427
-1,160
-3% -$39K ﹤0.01% 1222
2023
Q3 		$1.09M Sell
33,587
-162
-0.5% -$5.48K ﹤0.01% 1159
2023
Q2 		$1.12M Buy
33,749
+300
+0.9% +$10.3K ﹤0.01% 1104
2023
Q1 		$1.13M Buy
+33,449
New +$1.14M ﹤0.01% 1037

Other funds holding FKU

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Corient Private Wealth's FKU Position: Q2 2026 in Review

Corient Private Wealth increased its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 0.26% in Q2 2026, buying an estimated $4.47K and bringing the position to 32,528 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Corient Private Wealth first reported a position in FKU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.26M in Q4 2025. 23 funds tracked by Wall St. Rank hold FKU as of Q2 2026.

  • Corient Private Wealth held 32,528 shares of First Trust United Kingdom AlphaDEX Fund worth $1.71M as of Q2 2026.
  • Corient Private Wealth bought 84 First Trust United Kingdom AlphaDEX Fund shares in Q2 2026, an estimated $4.47K.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1520 holding.
  • Corient Private Wealth first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's First Trust United Kingdom AlphaDEX Fund position peaked at $3.26M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.