Sowell Financial Services’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-37,969	Closed	-$1.68M	–	271
2021 Q4	$1.68M	Sell	37,969 -8,145	-18%	-$350K	0.1%	235
2021 Q3	$1.94M	Buy	46,114 +871	+2%	+$38.5K	0.13%	180
2021 Q2	$1.99M	Sell	45,243 -9,142	-17%	-$406K	0.13%	188
2021 Q1	$2.42M	Buy	+54,385	New	+$2.19M	0.08%	211

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sowell Financial Services's FKU Position: Q1 2022 in Review

Sowell Financial Services sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2022, closing a stake of 37,969 shares — an estimated $1.68M sold.

Sowell Financial Services first reported a position in FKU in Q1 2021 and held it in 4 quarters. The position peaked at $2.42M in Q1 2021. 26 funds tracked by Wall St. Rank hold FKU as of Q1 2022.

Sowell Financial Services reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 37,969 First Trust United Kingdom AlphaDEX Fund shares in Q1 2022, an estimated $1.68M.
Sowell Financial Services first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Sowell Financial Services's First Trust United Kingdom AlphaDEX Fund position peaked at $2.42M in Q1 2021.
26 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.