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

Legacy Private Trust’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
2013
Q3 		– Sell
-11,005
Closed -$379K – 196
2013
Q2 		$379K Buy
+11,005
New +$392K 0.09% 135

Other funds holding FKU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Private Trust's FKU Position: Q3 2013 in Review

Legacy Private Trust sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2013, closing a stake of 11,005 shares — an estimated $379K sold.

Legacy Private Trust first reported a position in FKU in Q2 2013 and held it in 1 quarter. The position peaked at $379K in Q2 2013. 13 funds tracked by Wall St. Rank hold FKU as of Q3 2013.

  • Legacy Private Trust reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 11,005 First Trust United Kingdom AlphaDEX Fund shares in Q3 2013, an estimated $379K.
  • Legacy Private Trust first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's First Trust United Kingdom AlphaDEX Fund position peaked at $379K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.