Kore Private Wealth’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-6,627	Closed	-$278K	–	366
2021 Q3	$278K	Hold	6,627	–	–	0.03%	345
2021 Q2	$291K	Hold	6,627	–	–	0.03%	323
2021 Q1	$277K	Hold	6,627	–	–	0.04%	292
2020 Q4	$250K	Sell	6,627 -752	-10%	-$25.6K	0.04%	269
2020 Q3	$228K	Hold	7,379	–	–	0.04%	235
2020 Q2	$215K	Hold	7,379	–	–	0.04%	222
2020 Q1	$174K	Buy	+7,379	New	+$257K	0.04%	225

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Kore Private Wealth's FKU Position: Q4 2021 in Review

Kore Private Wealth sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2021, closing a stake of 6,627 shares — an estimated $278K sold.

Kore Private Wealth first reported a position in FKU in Q1 2020 and held it in 7 quarters. The position peaked at $291K in Q2 2021. 26 funds tracked by Wall St. Rank hold FKU as of Q4 2021.

Kore Private Wealth reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 6,627 First Trust United Kingdom AlphaDEX Fund shares in Q4 2021, an estimated $278K.
Kore Private Wealth first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2020 and held it in 7 quarters.
Kore Private Wealth's First Trust United Kingdom AlphaDEX Fund position peaked at $291K in Q2 2021.
26 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.