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F-Squared Investment Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

F-Squared Investment 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
Q2 		$62M Buy
+1,425,261
New +$62.2M 4.01% 8
2014
Q4 		– Sell
-2,669,430
Closed -$104M – 33
2014
Q3 		$104M Buy
+2,669,430
New +$109M 2.46% 15

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

F-Squared Investment Management's FKU Position: Q2 2015 in Review

F-Squared Investment Management opened a new position in First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2015: 1,425,261 shares worth $62M. The stake represents 4.01% of the portfolio and ranks #8 among its holdings. This is a return to the name: F-Squared Investment Management previously reported a position in FKU as recently as Q3 2014.

F-Squared Investment Management first reported a position in FKU in Q3 2014 and has held it in 2 quarters since. The position peaked at $104M in Q3 2014. 30 funds tracked by Wall St. Rank hold FKU as of Q2 2015.

  • F-Squared Investment Management held 1,425,261 shares of First Trust United Kingdom AlphaDEX Fund worth $62M as of Q2 2015.
  • First Trust United Kingdom AlphaDEX Fund was a new F-Squared Investment Management position in Q2 2015.
  • First Trust United Kingdom AlphaDEX Fund made up 4.01% of F-Squared Investment Management's portfolio in Q2 2015, its #8 holding.
  • F-Squared Investment Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2014 and has held it in 2 quarters since.
  • F-Squared Investment Management's First Trust United Kingdom AlphaDEX Fund position peaked at $104M in Q3 2014.
  • 30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2015.

Based on F-Squared Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.