Envestnet Asset Management
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Envestnet Asset Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Envestnet Asset Management’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
Q3 		– Sell
-21,156
Closed -$920K – 3051
2015
Q2 		$920K Buy
+21,156
New +$923K ﹤0.01% 1434
2014
Q4 		– Sell
-20,057
Closed -$781K – 2571
2014
Q3 		$781K Buy
+20,057
New +$820K 0.01% 657

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management's FKU Position: Q3 2015 in Review

Envestnet Asset Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2015, closing a stake of 21,156 shares — an estimated $920K sold.

Envestnet Asset Management first reported a position in FKU in Q3 2014 and held it in 2 quarters. The position peaked at $920K in Q2 2015. 29 funds tracked by Wall St. Rank hold FKU as of Q3 2015.

  • Envestnet Asset Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 21,156 First Trust United Kingdom AlphaDEX Fund shares in Q3 2015, an estimated $920K.
  • Envestnet Asset Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2014 and held it in 2 quarters.
  • Envestnet Asset Management's First Trust United Kingdom AlphaDEX Fund position peaked at $920K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2015.

Based on Envestnet Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.