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Shamrock Asset Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Shamrock Asset 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
2014
Q4 		– Sell
-202
Closed -$8K – 261
2014
Q3 		$8K Buy
+202
New +$8.26K ﹤0.01% 214

Other funds holding FKU

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shamrock Asset Management's FKU Position: Q4 2014 in Review

Shamrock Asset Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2014, closing a stake of 202 shares — an estimated $8K sold.

Shamrock Asset Management first reported a position in FKU in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 25 funds tracked by Wall St. Rank hold FKU as of Q4 2014.

  • Shamrock Asset Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Shamrock Asset Management sold 202 First Trust United Kingdom AlphaDEX Fund shares in Q4 2014, an estimated $8K.
  • Shamrock Asset Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Shamrock Asset Management's First Trust United Kingdom AlphaDEX Fund position peaked at $8K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2014.

Based on Shamrock Asset Management's 13F filing for Q4 2014, filed 4 Feb 2015.