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

MASECO Private Wealth’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
Q3 		$61.9K Hold
1,144
– – ﹤0.01% 163
2026
Q2 		$60.2K Buy
+1,144
New +$60.9K ﹤0.01% 158

Other funds holding FKU

Rathbones Group
Rathbones Group Liverpool, United Kingdom $28B AUM 17.3% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return

MASECO Private Wealth's FKU Position: Q3 2026 in Review

MASECO Private Wealth held its First Trust United Kingdom AlphaDEX Fund (FKU) position steady in Q3 2026 at 1,144 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

MASECO Private Wealth first reported a position in FKU in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FKU as of Q3 2026.

  • MASECO Private Wealth held 1,144 shares of First Trust United Kingdom AlphaDEX Fund worth $61.9K as of Q3 2026.
  • MASECO Private Wealth left its First Trust United Kingdom AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #163 holding.
  • MASECO Private Wealth first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.