Creative Planning
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Creative Planning’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Creative Planning’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
-50
Closed -$1.58K – 2692
2022
Q4 		$1.58K Buy
+50
New +$1.48K ﹤0.01% 2437
2014
Q3 		– Sell
-390
Closed -$16K – 4048
2014
Q2 		$16K Buy
+390
New +$16.8K ﹤0.01% 2618

Other funds holding FKU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Creative Planning's FKU Position: Q1 2023 in Review

Creative Planning sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2023, closing a stake of 50 shares — an estimated $1.58K sold.

Creative Planning first reported a position in FKU in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q2 2014. 19 funds tracked by Wall St. Rank hold FKU as of Q1 2023.

  • Creative Planning reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 50 First Trust United Kingdom AlphaDEX Fund shares in Q1 2023, an estimated $1.58K.
  • Creative Planning first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Creative Planning's First Trust United Kingdom AlphaDEX Fund position peaked at $16K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.