Northwestern Mutual Wealth Management
FKU icon

Northwestern Mutual Wealth Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Northwestern Mutual Wealth 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
2015
Q4 		– Sell
-40
Closed -$2K – 1683
2015
Q3 		$2K Buy
+40
New +$1.7K ﹤0.01% 1438
2013
Q4 		– Sell
-182
Closed -$7K – 1434
2013
Q3 		$7K Buy
+182
New +$6.88K ﹤0.01% 950

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management's FKU Position: Q4 2015 in Review

Northwestern Mutual Wealth Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2015, closing a stake of 40 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in FKU in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 31 funds tracked by Wall St. Rank hold FKU as of Q4 2015.

  • Northwestern Mutual Wealth Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 40 First Trust United Kingdom AlphaDEX Fund shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's First Trust United Kingdom AlphaDEX Fund position peaked at $7K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.