StoneX Group’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

StoneX Group’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
2026 Q1	–	Sell	-5,331	Closed	-$271K	–	1028
2025 Q4	$271K	Buy	5,331 +591	+12%	+$28.7K	0.01%	745
2025 Q3	$230K	Buy	4,740 +5	+0.1%	+$236	0.01%	781
2025 Q2	$222K	Buy	+4,735	New	+$206K	0.01%	746
2024 Q4	–	Sell	-5,121	Closed	-$214K	–	879
2024 Q3	$214K	Sell	5,121 -245	-5%	-$9.78K	0.1%	298
2024 Q2	$205K	Hold	5,366	–	–	0.1%	301
2024 Q1	$203K	Buy	+5,366	New	+$193K	0.1%	287
2022 Q1	–	Sell	-5,057	Closed	-$223K	–	578
2021 Q4	$223K	Buy	5,057 +259	+5%	+$11.1K	0.03%	490
2021 Q3	$202K	Buy	+4,798	New	+$212K	0.03%	449

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

StoneX Group's FKU Position: Q1 2026 in Review

StoneX Group sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2026, closing a stake of 5,331 shares — an estimated $271K sold.

StoneX Group first reported a position in FKU in Q3 2021 and held it in 8 quarters. The position peaked at $271K in Q4 2025. 30 funds tracked by Wall St. Rank hold FKU as of Q1 2026.

StoneX Group reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 5,331 First Trust United Kingdom AlphaDEX Fund shares in Q1 2026, an estimated $271K.
StoneX Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2021 and held it in 8 quarters.
StoneX Group's First Trust United Kingdom AlphaDEX Fund position peaked at $271K in Q4 2025.
30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.