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Homrich & Berg’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Homrich & Berg’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
Q3 		– Sell
-6,519
Closed -$235K – 326
2017
Q2 		$235K Buy
+6,519
New +$238K 0.02% 256

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Homrich & Berg's FKU Position: Q3 2017 in Review

Homrich & Berg sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2017, closing a stake of 6,519 shares — an estimated $235K sold.

Homrich & Berg first reported a position in FKU in Q2 2017 and held it in 1 quarter. The position peaked at $235K in Q2 2017. 16 funds tracked by Wall St. Rank hold FKU as of Q3 2017.

  • Homrich & Berg reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Homrich & Berg sold 6,519 First Trust United Kingdom AlphaDEX Fund shares in Q3 2017, an estimated $235K.
  • Homrich & Berg first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • Homrich & Berg's First Trust United Kingdom AlphaDEX Fund position peaked at $235K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2017.

Based on Homrich & Berg's 13F filing for Q3 2017, filed 14 Nov 2017.