IFP Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-191
| Closed | -$8K | – | 3747 |
|
|
2022
Q4 | $8K | Buy |
191
+30
| +19% | +$1.26K | ﹤0.01% | 3511 |
|
|
2022
Q3 | $7K | Hold |
161
| – | – | ﹤0.01% | 3848 |
|
|
2022
Q2 | $7K | Hold |
161
| – | – | ﹤0.01% | 3600 |
|
|
2022
Q1 | $7K | Buy |
+161
| New | +$7K | ﹤0.01% | 3600 |
|
|
2018
Q4 | – | Sell |
-362
| Closed | -$14K | – | 3593 |
|
|
2018
Q3 | $14K | Sell |
362
-7
| -2% | -$271 | ﹤0.01% | 2621 |
|
|
2018
Q2 | $15K | Buy |
369
+152
| +70% | +$6.18K | ﹤0.01% | 2603 |
|
|
2018
Q1 | $9K | Hold |
217
| – | – | ﹤0.01% | 2836 |
|
|
2017
Q4 | $9K | Hold |
217
| – | – | ﹤0.01% | 2833 |
|
|
2017
Q3 | $8K | Buy |
217
+135
| +165% | +$4.98K | ﹤0.01% | 3100 |
|
|
2017
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 3573 |
|
|
2017
Q1 | $3K | Sell |
82
-1,250
| -94% | -$45.7K | ﹤0.01% | 3478 |
|
|
2016
Q4 | $44K | Buy |
1,332
+75
| +6% | +$2.48K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $43K | Sell |
1,257
-3,065
| -71% | -$105K | ﹤0.01% | 1895 |
|
|
2016
Q2 | $144K | Buy |
+4,322
| New | +$144K | 0.01% | 1143 |
|
|
2016
Q1 | – | Sell |
-7
| Closed | – | – | 2719 |
|
|
2015
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3731 |
|