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Gradient Investments’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Gradient Investments’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
2017
Q2 		– Sell
-107
Closed -$4K – 825
2017
Q1 		$4K Hold
107
– – ﹤0.01% 633
2016
Q4 		$3K Hold
107
– – ﹤0.01% 594
2016
Q3 		$4K Hold
107
– – ﹤0.01% 555
2016
Q2 		$4K Hold
107
– – ﹤0.01% 543
2016
Q1 		$4K Hold
107
– – ﹤0.01% 561
2015
Q4 		$4K Buy
+107
New +$4.4K ﹤0.01% 514

Other funds holding FKU

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's FKU Position: Q2 2017 in Review

Gradient Investments sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2017, closing a stake of 107 shares — an estimated $4K sold.

Gradient Investments first reported a position in FKU in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 20 funds tracked by Wall St. Rank hold FKU as of Q2 2017.

  • Gradient Investments reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 107 First Trust United Kingdom AlphaDEX Fund shares in Q2 2017, an estimated $4K.
  • Gradient Investments first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2015 and held it in 6 quarters.
  • Gradient Investments's First Trust United Kingdom AlphaDEX Fund position peaked at $4K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.