Creative Planning
FKO

Creative Planning’s First Trust South Korea AlphaDEX Fund FKO Stock Holding History

Creative Planning’s Portfolio FKO Stock Details FKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-9,000
Closed -$236K – 4030
2014
Q1 		$236K Buy
+9,000
New +$235K ﹤0.01% 924

Other funds holding FKO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's FKO Position: Q2 2014 in Review

Creative Planning sold out of First Trust South Korea AlphaDEX Fund (FKO) in Q2 2014, closing a stake of 9,000 shares — an estimated $236K sold.

Creative Planning first reported a position in FKO in Q1 2014 and held it in 1 quarter. The position peaked at $236K in Q1 2014. 10 funds tracked by Wall St. Rank hold FKO as of Q2 2014.

  • Creative Planning reported no remaining First Trust South Korea AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 9,000 First Trust South Korea AlphaDEX Fund shares in Q2 2014, an estimated $236K.
  • Creative Planning first reported a position in First Trust South Korea AlphaDEX Fund in Q1 2014 and held it in 1 quarter.
  • Creative Planning's First Trust South Korea AlphaDEX Fund position peaked at $236K in Q1 2014.
  • 10 funds tracked by Wall St. Rank held First Trust South Korea AlphaDEX Fund as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.