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

Retirement 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
2023
Q4 		– Sell
-103
Closed -$3.35K – 838
2023
Q3 		$3.35K Hold
103
– – ﹤0.01% 526
2023
Q2 		$3.43K Hold
103
– – ﹤0.01% 559
2023
Q1 		$3K Hold
103
– – ﹤0.01% 548
2022
Q4 		$3K Buy
+103
New +$3.05K ﹤0.01% 481
2022
Q3 		– Sell
-206
Closed -$7K – 593
2022
Q2 		$7K Buy
206
+103
+100% +$3.65K ﹤0.01% 484
2022
Q1 		$4K Hold
103
– – ﹤0.01% 563
2021
Q4 		$5K Hold
103
– – ﹤0.01% 518
2021
Q3 		$4K Hold
103
– – ﹤0.01% 469
2021
Q2 		$5K Hold
103
– – ﹤0.01% 486
2021
Q1 		$4K Buy
+103
New +$4.15K ﹤0.01% 579

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
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
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

Retirement Group's FKU Position: Q4 2023 in Review

Retirement Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2023, closing a stake of 103 shares — an estimated $3.35K sold.

Retirement Group first reported a position in FKU in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 18 funds tracked by Wall St. Rank hold FKU as of Q4 2023.

  • Retirement Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Retirement Group sold 103 First Trust United Kingdom AlphaDEX Fund shares in Q4 2023, an estimated $3.35K.
  • Retirement Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2021 and held it in 10 quarters.
  • Retirement Group's First Trust United Kingdom AlphaDEX Fund position peaked at $7K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.