Evelyn Partners Investment Management Services’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	–	Sell	-2,002	Closed	-$102K	–	284
2025 Q4	$102K	Hold	2,002	–	–	0.01%	147
2025 Q3	$97K	Hold	2,002	–	–	0.01%	148
2025 Q2	$93.9K	Hold	2,002	–	–	0.01%	145
2025 Q1	$80.1K	Hold	2,002	–	–	0.01%	146
2024 Q4	$76.2K	Buy	+2,002	New	+$79.7K	0.01%	147

Other funds holding FKU

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Evelyn Partners Investment Management Services's FKU Position: Q1 2026 in Review

Evelyn Partners Investment Management Services sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2026, closing a stake of 2,002 shares — an estimated $102K sold.

Evelyn Partners Investment Management Services first reported a position in FKU in Q4 2024 and held it in 5 quarters. The position peaked at $102K in Q4 2025. 30 funds tracked by Wall St. Rank hold FKU as of Q1 2026.

Evelyn Partners Investment Management Services reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 2,002 First Trust United Kingdom AlphaDEX Fund shares in Q1 2026, an estimated $102K.
Evelyn Partners Investment Management Services first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
Evelyn Partners Investment Management Services's First Trust United Kingdom AlphaDEX Fund position peaked at $102K in Q4 2025.
30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.