LPL Financial
FKU icon

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

LPL Financial’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
2026
Q2 		– Sell
-4,312
Closed -$217K – 6257
2026
Q1 		$217K Buy
+4,312
New +$228K ﹤0.01% 5443
2025
Q3 		– Sell
-16,440
Closed -$771K – 5868
2025
Q2 		$771K Buy
+16,440
New +$716K ﹤0.01% 3990
2024
Q4 		– Sell
-7,674
Closed -$321K – 5340
2024
Q3 		$321K Buy
+7,674
New +$306K ﹤0.01% 4371
2022
Q1 		– Sell
-5,052
Closed -$223K – 4261
2021
Q4 		$223K Sell
5,052
-408
-7% -$17.5K ﹤0.01% 3917
2021
Q3 		$229K Buy
+5,460
New +$241K ﹤0.01% 3858
2016
Q3 		– Sell
-8,911
Closed -$275K – 2675
2016
Q2 		$275K Sell
8,911
-11,015
-55% -$411K ﹤0.01% 2141
2016
Q1 		$728K Sell
19,926
-970
-5% -$35.1K ﹤0.01% 1903
2015
Q4 		$827K Buy
20,896
+8,662
+71% +$356K ﹤0.01% 1826
2015
Q3 		$505K Sell
12,234
-17
-0.1% -$723 ﹤0.01% 1782
2015
Q2 		$527K Buy
12,251
+7,301
+147% +$318K ﹤0.01% 1857
2015
Q1 		$200K Buy
+4,950
New +$201K ﹤0.01% 2557
2014
Q4 		– Sell
-15,595
Closed -$599K – 2749
2014
Q3 		$599K Sell
15,595
-7,071
-31% -$289K ﹤0.01% 1640
2014
Q2 		$957K Buy
22,666
+8,989
+66% +$387K 0.01% 1356
2014
Q1 		$591K Buy
13,677
+3,400
+33% +$148K ﹤0.01% 1615
2013
Q4 		$444K Buy
10,277
+693
+7% +$28K ﹤0.01% 1801
2013
Q3 		$376K Buy
9,584
+3,231
+51% +$122K ﹤0.01% 1845
2013
Q2 		$219K Buy
+6,353
New +$226K ﹤0.01% 2135

Other funds holding FKU

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial's FKU Position: Q2 2026 in Review

LPL Financial sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2026, closing a stake of 4,312 shares — an estimated $217K sold.

LPL Financial first reported a position in FKU in Q2 2013 and held it in 17 quarters. The position peaked at $957K in Q2 2014. 23 funds tracked by Wall St. Rank hold FKU as of Q2 2026.

  • LPL Financial reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 4,312 First Trust United Kingdom AlphaDEX Fund shares in Q2 2026, an estimated $217K.
  • LPL Financial first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2013 and held it in 17 quarters.
  • LPL Financial's First Trust United Kingdom AlphaDEX Fund position peaked at $957K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.