Janney Montgomery Scott
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Janney Montgomery Scott’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Janney Montgomery Scott’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
2016
Q2 		– Sell
-19,067
Closed -$718K – 848
2016
Q1 		$718K Sell
19,067
-397
-2% -$14.4K 0.02% 625
2015
Q4 		$781K Sell
19,464
-789
-4% -$32.4K 0.02% 631
2015
Q3 		$812K Buy
20,253
+169
+0.8% +$7.19K 0.02% 609
2015
Q2 		$873K Buy
20,084
+1,728
+9% +$75.4K 0.02% 855
2015
Q1 		$742K Buy
18,356
+2,639
+17% +$107K 0.01% 1073
2014
Q4 		$618K Buy
+15,717
New +$608K 0.01% 1150

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott's FKU Position: Q2 2016 in Review

Janney Montgomery Scott sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2016, closing a stake of 19,067 shares — an estimated $718K sold.

Janney Montgomery Scott first reported a position in FKU in Q4 2014 and held it in 6 quarters. The position peaked at $873K in Q2 2015. 28 funds tracked by Wall St. Rank hold FKU as of Q2 2016.

  • Janney Montgomery Scott reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Janney Montgomery Scott sold 19,067 First Trust United Kingdom AlphaDEX Fund shares in Q2 2016, an estimated $718K.
  • Janney Montgomery Scott first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2014 and held it in 6 quarters.
  • Janney Montgomery Scott's First Trust United Kingdom AlphaDEX Fund position peaked at $873K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2016.

Based on Janney Montgomery Scott's 13F filing for Q2 2016, filed 5 Aug 2016.