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James Hambro & Partners’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

James Hambro & Partners’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
2022
Q4 		– Sell
-18,903
Closed -$482K – 70
2022
Q3 		$482K Buy
+18,903
New +$583K 0.04% 45

Other funds holding FKU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

James Hambro & Partners's FKU Position: Q4 2022 in Review

James Hambro & Partners sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2022, closing a stake of 18,903 shares — an estimated $482K sold.

James Hambro & Partners first reported a position in FKU in Q3 2022 and held it in 1 quarter. The position peaked at $482K in Q3 2022. 27 funds tracked by Wall St. Rank hold FKU as of Q4 2022.

  • James Hambro & Partners reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • James Hambro & Partners sold 18,903 First Trust United Kingdom AlphaDEX Fund shares in Q4 2022, an estimated $482K.
  • James Hambro & Partners first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • James Hambro & Partners's First Trust United Kingdom AlphaDEX Fund position peaked at $482K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2022.

Based on James Hambro & Partners's 13F filing for Q4 2022, filed 25 Jan 2023.