IA
FKU icon

IFP Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-191
Closed -$8K – 3747
2022
Q4 		$8K Buy
191
+30
+19% +$890 ﹤0.01% 3511
2022
Q3 		$7K Hold
161
– – ﹤0.01% 3847
2022
Q2 		$7K Hold
161
– – ﹤0.01% 3599
2022
Q1 		$7K Buy
+161
New +$6.59K ﹤0.01% 3598
2018
Q4 		– Sell
-362
Closed -$14K – 3640
2018
Q3 		$14K Sell
362
-7
-2% -$273 ﹤0.01% 2652
2018
Q2 		$15K Buy
369
+152
+70% +$6.3K ﹤0.01% 2639
2018
Q1 		$9K Hold
217
– – ﹤0.01% 2836
2017
Q4 		$9K Hold
217
– – ﹤0.01% 2881
2017
Q3 		$8K Buy
217
+135
+165% +$5.04K ﹤0.01% 3139
2017
Q2 		$3K Hold
82
– – ﹤0.01% 3607
2017
Q1 		$3K Sell
82
-1,250
-94% -$42.3K ﹤0.01% 3513
2016
Q4 		$44K Buy
1,332
+75
+6% +$2.42K ﹤0.01% 1961
2016
Q3 		$43K Sell
1,257
-3,065
-71% -$105K ﹤0.01% 1905
2016
Q2 		$144K Buy
+4,322
New +$161K 0.01% 1145
2016
Q1 		– Sell
-7
Closed – – 2717
2015
Q4 		$0 Buy
+7
New +$288 ﹤0.01% 3746

Other funds holding FKU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

IFP Advisors's FKU Position: Q1 2023 in Review

IFP Advisors sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2023, closing a stake of 191 shares — an estimated $8K sold.

IFP Advisors first reported a position in FKU in Q4 2015 and held it in 15 quarters. The position peaked at $144K in Q2 2016. 19 funds tracked by Wall St. Rank hold FKU as of Q1 2023.

  • IFP Advisors reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 191 First Trust United Kingdom AlphaDEX Fund shares in Q1 2023, an estimated $8K.
  • IFP Advisors first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's First Trust United Kingdom AlphaDEX Fund position peaked at $144K in Q2 2016.
  • 19 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.