Legacy Capital Wealth Partners’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,660
| Closed | -$232K | – | 327 |
|
|
2024
Q1 | $232K | Buy |
+6,660
| New | +$232K | 0.17% | 98 |
|
|
2023
Q1 | – | Sell |
-8,076
| Closed | -$256K | – | 252 |
|
|
2022
Q4 | $256K | Sell |
8,076
-190,984
| -96% | -$6.05M | 0.12% | 53 |
|
|
2022
Q3 | $5.34M | Buy |
199,060
+1,912
| +1% | +$51.2K | 2.83% | 13 |
|
|
2022
Q2 | $6.22M | Buy |
197,148
+699
| +0.4% | +$22.1K | 3.13% | 12 |
|
|
2022
Q1 | $7.57M | Buy |
+196,449
| New | +$7.57M | 3.25% | 12 |
|