MTM Investment Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

MTM Investment Management’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
2023 Q4	–	Sell	-685	Closed	-$22.3K	–	261
2023 Q3	$22.3K	Hold	685	–	–	0.01%	221
2023 Q2	$22.8K	Hold	685	–	–	0.01%	229
2023 Q1	$23.2K	Hold	685	–	–	0.01%	230
2022 Q4	$21.7K	Hold	685	–	–	0.01%	231
2022 Q3	$18K	Hold	685	–	–	0.01%	230
2022 Q2	$22K	Hold	685	–	–	0.01%	231
2022 Q1	$26K	Hold	685	–	–	0.01%	243
2021 Q4	$30K	Buy	+685	New	+$29.4K	0.01%	240

Other funds holding FKU

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

MTM Investment Management's FKU Position: Q4 2023 in Review

MTM Investment Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2023, closing a stake of 685 shares — an estimated $22.3K sold.

MTM Investment Management first reported a position in FKU in Q4 2021 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 18 funds tracked by Wall St. Rank hold FKU as of Q4 2023.

MTM Investment Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
MTM Investment Management sold 685 First Trust United Kingdom AlphaDEX Fund shares in Q4 2023, an estimated $22.3K.
MTM Investment Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
MTM Investment Management's First Trust United Kingdom AlphaDEX Fund position peaked at $30K in Q4 2021.
18 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2023.

Based on MTM Investment Management's 13F filing for Q4 2023, filed 16 Jan 2024.