LFG
FKU icon

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

LifePlan Financial 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
Q3 		– Sell
-44,573
Closed -$1.94M – 94
2015
Q2 		$1.94M Buy
+44,573
New +$1.94M 1.3% 24

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's FKU Position: Q3 2015 in Review

LifePlan Financial Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2015, closing a stake of 44,573 shares — an estimated $1.94M sold.

LifePlan Financial Group first reported a position in FKU in Q2 2015 and held it in 1 quarter. The position peaked at $1.94M in Q2 2015. 29 funds tracked by Wall St. Rank hold FKU as of Q3 2015.

  • LifePlan Financial Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • LifePlan Financial Group sold 44,573 First Trust United Kingdom AlphaDEX Fund shares in Q3 2015, an estimated $1.94M.
  • LifePlan Financial Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • LifePlan Financial Group's First Trust United Kingdom AlphaDEX Fund position peaked at $1.94M in Q2 2015.
  • 29 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2015.

Based on LifePlan Financial Group's 13F filing for Q3 2015, filed 14 Oct 2015.