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Jefferies Group’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Jefferies Group’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
2015
Q2 		– Sell
-7,278
Closed -$294K – 3363
2015
Q1 		$294K Buy
+7,278
New +$295K ﹤0.01% 1610

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Jefferies Group's FKU Position: Q2 2015 in Review

Jefferies Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2015, closing a stake of 7,278 shares — an estimated $294K sold.

Jefferies Group first reported a position in FKU in Q1 2015 and held it in 1 quarter. The position peaked at $294K in Q1 2015. 30 funds tracked by Wall St. Rank hold FKU as of Q2 2015.

  • Jefferies Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Jefferies Group sold 7,278 First Trust United Kingdom AlphaDEX Fund shares in Q2 2015, an estimated $294K.
  • Jefferies Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Jefferies Group's First Trust United Kingdom AlphaDEX Fund position peaked at $294K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2015.

Based on Jefferies Group's 13F filing for Q2 2015, filed 18 Aug 2015.