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Retirement Planning Group (Kansas)’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Retirement Planning Group (Kansas)’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
2022
Q3 		– Sell
-11,715
Closed -$370K – 129
2022
Q2 		$370K Buy
+11,715
New +$415K 0.05% 87

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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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.55B AUM 17.58% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FKU Position: Q3 2022 in Review

Retirement Planning Group (Kansas) sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q3 2022, closing a stake of 11,715 shares — an estimated $370K sold.

Retirement Planning Group (Kansas) first reported a position in FKU in Q2 2022 and held it in 1 quarter. The position peaked at $370K in Q2 2022. 22 funds tracked by Wall St. Rank hold FKU as of Q3 2022.

  • Retirement Planning Group (Kansas) reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 11,715 First Trust United Kingdom AlphaDEX Fund shares in Q3 2022, an estimated $370K.
  • Retirement Planning Group (Kansas) first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s First Trust United Kingdom AlphaDEX Fund position peaked at $370K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2022, filed 14 Oct 2022.