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Pinnacle Advisory Group’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Pinnacle Advisory Group’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
2019
Q3 		– Sell
-7,593
Closed -$276K – 163
2019
Q2 		$276K Hold
7,593
– – 0.02% 143
2019
Q1 		$278K Sell
7,593
-2,878
-27% -$103K 0.02% 137
2018
Q4 		$335K Buy
+10,471
New +$361K 0.03% 122

Other funds holding FKU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Pinnacle Advisory Group's FKU Position: Q3 2019 in Review

Pinnacle Advisory Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2019, closing a stake of 7,593 shares — an estimated $276K sold.

Pinnacle Advisory Group first reported a position in FKU in Q4 2018 and held it in 3 quarters. The position peaked at $335K in Q4 2018. 9 funds tracked by Wall St. Rank hold FKU as of Q3 2019.

  • Pinnacle Advisory Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Pinnacle Advisory Group sold 7,593 First Trust United Kingdom AlphaDEX Fund shares in Q3 2019, an estimated $276K.
  • Pinnacle Advisory Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2018 and held it in 3 quarters.
  • Pinnacle Advisory Group's First Trust United Kingdom AlphaDEX Fund position peaked at $335K in Q4 2018.
  • 9 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2019.

Based on Pinnacle Advisory Group's 13F filing for Q3 2019, filed 17 Oct 2019.