EPG Wealth Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

EPG Wealth 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
2022 Q2	–	Sell	-151	Closed	-$6K	–	263
2022 Q1	$6K	Buy	151 +1	+0.7%	+$41	﹤0.01%	366
2021 Q4	$7K	Buy	150 +1	+0.7%	+$43	﹤0.01%	367
2021 Q3	$6K	Buy	+149	New	+$6.58K	﹤0.01%	346
2020 Q2	–	Sell	-144	Closed	-$3K	–	355
2020 Q1	$3K	Sell	144 -536	-79%	-$18.7K	﹤0.01%	653
2019 Q4	$28K	Buy	+680	New	+$25.9K	0.02%	296

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EPG Wealth Management's FKU Position: Q2 2022 in Review

EPG Wealth Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2022, closing a stake of 151 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in FKU in Q4 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2019. 27 funds tracked by Wall St. Rank hold FKU as of Q2 2022.

EPG Wealth Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
EPG Wealth Management sold 151 First Trust United Kingdom AlphaDEX Fund shares in Q2 2022, an estimated $6K.
EPG Wealth Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
EPG Wealth Management's First Trust United Kingdom AlphaDEX Fund position peaked at $28K in Q4 2019.
27 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.