Legacy Capital Wealth Partners’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Legacy Capital Wealth 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
2024 Q2	–	Sell	-6,660	Closed	-$232K	–	327
2024 Q1	$232K	Buy	+6,660	New	+$239K	0.17%	98
2023 Q1	–	Sell	-8,076	Closed	-$256K	–	253
2022 Q4	$256K	Sell	8,076 -190,984	-96%	-$5.66M	0.12%	53
2022 Q3	$5.33M	Buy	199,060 +1,912	+1%	+$59K	2.83%	13
2022 Q2	$6.22M	Buy	197,148 +699	+0.4%	+$24.8K	3.13%	12
2022 Q1	$7.57M	Buy	+196,449	New	+$8.04M	3.25%	12

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

BFEC

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJA

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

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Legacy Capital Wealth Partners's FKU Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2024, closing a stake of 6,660 shares — an estimated $232K sold.

Legacy Capital Wealth Partners first reported a position in FKU in Q1 2022 and held it in 5 quarters. The position peaked at $7.57M in Q1 2022. 21 funds tracked by Wall St. Rank hold FKU as of Q2 2024.

Legacy Capital Wealth Partners reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 6,660 First Trust United Kingdom AlphaDEX Fund shares in Q2 2024, an estimated $232K.
Legacy Capital Wealth Partners first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2022 and held it in 5 quarters.
Legacy Capital Wealth Partners's First Trust United Kingdom AlphaDEX Fund position peaked at $7.57M in Q1 2022.
21 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.