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&Partners’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

&Partners’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
Q1 		$7.47M Buy
148,376
+89,204
+151% +$4.72M 0.04% 417
2025
Q4 		$3.08M Buy
+59,172
New +$2.87M 0.02% 668

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's FKU Position: Q1 2026 in Review

&Partners increased its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 151% in Q1 2026, buying an estimated $4.72M and bringing the position to 148,376 shares worth $7.47M. The position accounts for 0.04% of the portfolio, ranked #417.

&Partners first reported a position in FKU in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold FKU as of Q1 2026.

  • &Partners held 148,376 shares of First Trust United Kingdom AlphaDEX Fund worth $7.47M as of Q1 2026.
  • &Partners bought 89,204 First Trust United Kingdom AlphaDEX Fund shares in Q1 2026, an estimated $4.72M.
  • First Trust United Kingdom AlphaDEX Fund made up 0.04% of &Partners's portfolio in Q1 2026, its #417 holding.
  • &Partners first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.