SMFS
FKO

Squar Milner Financial Services’s First Trust South Korea AlphaDEX Fund FKO Stock Holding History

Squar Milner Financial Services’s Portfolio FKO Stock Details FKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-475
Closed -$12K – 789
2018
Q3 		$12K Hold
475
– – 0.01% 472
2018
Q2 		$12K Buy
+475
New +$13.5K 0.01% 558

Other funds holding FKO

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's FKO Position: Q4 2018 in Review

Squar Milner Financial Services sold out of First Trust South Korea AlphaDEX Fund (FKO) in Q4 2018, closing a stake of 475 shares — an estimated $12K sold.

Squar Milner Financial Services first reported a position in FKO in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 8 funds tracked by Wall St. Rank hold FKO as of Q4 2018.

  • Squar Milner Financial Services reported no remaining First Trust South Korea AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 475 First Trust South Korea AlphaDEX Fund shares in Q4 2018, an estimated $12K.
  • Squar Milner Financial Services first reported a position in First Trust South Korea AlphaDEX Fund in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's First Trust South Korea AlphaDEX Fund position peaked at $12K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held First Trust South Korea AlphaDEX Fund as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.