Morgan Stanley
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Morgan Stanley’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Morgan Stanley’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 		$1.76M Sell
33,472
-4,702
-12% -$250K ﹤0.01% 4919
2026
Q1 		$1.92M Sell
38,174
-54,021
-59% -$2.86M ﹤0.01% 4791
2025
Q4 		$4.69M Sell
92,195
-7,304
-7% -$354K ﹤0.01% 4225
2025
Q3 		$4.82M Sell
99,499
-41,430
-29% -$1.95M ﹤0.01% 4190
2025
Q2 		$6.61M Sell
140,929
-15,752
-10% -$686K ﹤0.01% 3822
2025
Q1 		$6.27M Buy
156,681
+21,640
+16% +$857K ﹤0.01% 3733
2024
Q4 		$5.14M Sell
135,041
-60,508
-31% -$2.41M ﹤0.01% 3976
2024
Q3 		$8.18M Buy
195,549
+36,177
+23% +$1.44M ﹤0.01% 3581
2024
Q2 		$6.08M Buy
159,372
+55,347
+53% +$2.11M ﹤0.01% 3736
2024
Q1 		$3.93M Buy
104,025
+97,669
+1,537% +$3.51M ﹤0.01% 4104
2023
Q4 		$233K Buy
6,356
+3,201
+101% +$108K ﹤0.01% 5886
2023
Q3 		$103K Sell
3,155
-593
-16% -$20.1K ﹤0.01% 5880
2023
Q2 		$125K Sell
3,748
-2,045
-35% -$70.1K ﹤0.01% 5844
2023
Q1 		$196K Buy
5,793
+602
+12% +$20.4K ﹤0.01% 5713
2022
Q4 		$164K Sell
5,191
-9,025
-63% -$268K ﹤0.01% 5747
2022
Q3 		$381K Sell
14,216
-122,329
-90% -$3.77M ﹤0.01% 5405
2022
Q2 		$4.31M Sell
136,545
-32,924
-19% -$1.17M ﹤0.01% 3894
2022
Q1 		$6.53M Sell
169,469
-26,780
-14% -$1.1M ﹤0.01% 3387
2021
Q4 		$8.66M Buy
196,249
+35,635
+22% +$1.53M ﹤0.01% 3102
2021
Q3 		$6.75M Buy
160,614
+156,422
+3,731% +$6.91M ﹤0.01% 3367
2021
Q2 		$184K Sell
4,192
-113
-3% -$5.02K ﹤0.01% 6058
2021
Q1 		$180K Buy
4,305
+34
+0.8% +$1.37K ﹤0.01% 5714
2020
Q4 		$161K Sell
4,271
-2,628
-38% -$89.3K ﹤0.01% 5698
2020
Q3 		$213K Sell
6,899
-869
-11% -$26.8K ﹤0.01% 5078
2020
Q2 		$227K Sell
7,768
-869
-10% -$23.9K ﹤0.01% 5017
2020
Q1 		$204K Sell
8,637
-8,431
-49% -$294K ﹤0.01% 4857
2019
Q4 		$700K Buy
17,068
+12,975
+317% +$495K ﹤0.01% 4743
2019
Q3 		$146K Buy
4,093
+548
+15% +$19.2K ﹤0.01% 5297
2019
Q2 		$129K Sell
3,545
-1,610
-31% -$58.9K ﹤0.01% 5202
2019
Q1 		$189K Sell
5,155
-283
-5% -$10.1K ﹤0.01% 5096
2018
Q4 		$174K Sell
5,438
-6,698
-55% -$231K ﹤0.01% 5335
2018
Q3 		$468K Buy
12,136
+480
+4% +$18.7K ﹤0.01% 5041
2018
Q2 		$471K Buy
11,656
+1,676
+17% +$69.5K ﹤0.01% 5150
2018
Q1 		$395K Sell
9,980
-957
-9% -$39K ﹤0.01% 5139
2017
Q4 		$436K Sell
10,937
-15
-0.1% -$579 ﹤0.01% 5049
2017
Q3 		$418K Sell
10,952
-1,466
-12% -$54.7K ﹤0.01% 4984
2017
Q2 		$448K Sell
12,418
-11,435
-48% -$417K ﹤0.01% 4871
2017
Q1 		$832K Sell
23,853
-17,825
-43% -$604K ﹤0.01% 4511
2016
Q4 		$1.36M Sell
41,678
-7,769
-16% -$251K ﹤0.01% 4222
2016
Q3 		$1.7M Sell
49,447
-38,673
-44% -$1.33M ﹤0.01% 3634
2016
Q2 		$2.93M Sell
88,120
-112,797
-56% -$4.21M ﹤0.01% 3102
2016
Q1 		$7.57M Sell
200,917
-48,071
-19% -$1.74M ﹤0.01% 2115
2015
Q4 		$9.99M Buy
248,988
+12,613
+5% +$518K ﹤0.01% 1984
2015
Q3 		$9.48M Sell
236,375
-178,480
-43% -$7.59M ﹤0.01% 2002
2015
Q2 		$18M Buy
414,855
+194,488
+88% +$8.48M 0.01% 1589
2015
Q1 		$8.91M Sell
220,367
-43,238
-16% -$1.75M ﹤0.01% 2176
2014
Q4 		$10.4M Sell
263,605
-78,706
-23% -$3.04M ﹤0.01% 2035
2014
Q3 		$13.3M Sell
342,311
-59,285
-15% -$2.42M 0.01% 1773
2014
Q2 		$17M Buy
401,596
+74,295
+23% +$3.2M 0.01% 1564
2014
Q1 		$14.1M Buy
327,301
+89,966
+38% +$3.93M 0.01% 1673
2013
Q4 		$10.2M Buy
237,335
+26,034
+12% +$1.05M ﹤0.01% 1931
2013
Q3 		$8.24M Buy
211,301
+84,921
+67% +$3.21M ﹤0.01% 1942
2013
Q2 		$4.35M Buy
+126,380
New +$4.5M ﹤0.01% 2462

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
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
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Morgan Stanley's FKU Position: Q2 2026 in Review

Morgan Stanley reduced its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 12% in Q2 2026, selling an estimated $250K and leaving 33,472 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #4919.

Morgan Stanley first reported a position in FKU in Q2 2013 and has held it in 53 quarters since. The position peaked at $18M in Q2 2015. 23 funds tracked by Wall St. Rank hold FKU as of Q2 2026.

  • Morgan Stanley held 33,472 shares of First Trust United Kingdom AlphaDEX Fund worth $1.76M as of Q2 2026.
  • Morgan Stanley sold 4,702 First Trust United Kingdom AlphaDEX Fund shares in Q2 2026, an estimated $250K.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4919 holding.
  • Morgan Stanley first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's First Trust United Kingdom AlphaDEX Fund position peaked at $18M in Q2 2015.
  • 23 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.