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

Stifel Financial’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
Q2 		– Sell
-15,298
Closed -$590K – 3372
2022
Q1 		$590K Sell
15,298
-1,221
-7% -$49.9K ﹤0.01% 2481
2021
Q4 		$729K Sell
16,519
-292
-2% -$12.5K ﹤0.01% 2354
2021
Q3 		$706K Buy
16,811
+2,157
+15% +$95.3K ﹤0.01% 2349
2021
Q2 		$643K Buy
+14,654
New +$651K ﹤0.01% 2428
2016
Q1 		– Sell
-5,010
Closed -$201K – 2287
2015
Q4 		$201K Buy
+5,010
New +$206K ﹤0.01% 2111
2015
Q1 		– Sell
-20,321
Closed -$799K – 2336
2014
Q4 		$799K Buy
20,321
+4,518
+29% +$175K ﹤0.01% 1378
2014
Q3 		$615K Buy
15,803
+1,978
+14% +$80.9K 0.01% 1404
2014
Q2 		$584K Buy
13,825
+1,715
+14% +$73.8K 0.01% 1401
2014
Q1 		$523K Buy
+12,110
New +$529K 0.01% 1412

Other funds holding FKU

First Trust Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
HighTower Advisors
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

Stifel Financial's FKU Position: Q2 2022 in Review

Stifel Financial sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q2 2022, closing a stake of 15,298 shares — an estimated $590K sold.

Stifel Financial first reported a position in FKU in Q1 2014 and held it in 9 quarters. The position peaked at $799K in Q4 2014. 27 funds tracked by Wall St. Rank hold FKU as of Q2 2022.

  • Stifel Financial reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 15,298 First Trust United Kingdom AlphaDEX Fund shares in Q2 2022, an estimated $590K.
  • Stifel Financial first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2014 and held it in 9 quarters.
  • Stifel Financial's First Trust United Kingdom AlphaDEX Fund position peaked at $799K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.