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

Geneos 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
2024
Q4 		– Sell
-614
Closed -$25.7K – 2911
2024
Q3 		$25.7K Buy
+614
New +$24.5K ﹤0.01% 1462

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's FKU Position: Q4 2024 in Review

Geneos Wealth Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2024, closing a stake of 614 shares — an estimated $25.7K sold.

Geneos Wealth Management first reported a position in FKU in Q3 2024 and held it in 1 quarter. The position peaked at $25.7K in Q3 2024. 23 funds tracked by Wall St. Rank hold FKU as of Q4 2024.

  • Geneos Wealth Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 614 First Trust United Kingdom AlphaDEX Fund shares in Q4 2024, an estimated $25.7K.
  • Geneos Wealth Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Geneos Wealth Management's First Trust United Kingdom AlphaDEX Fund position peaked at $25.7K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.