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

UBS 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
Q2 		$42.2K Buy
802
+197
+33% +$10.5K ﹤0.01% 7662
2026
Q1 		$30.5K Buy
605
+495
+450% +$26.2K ﹤0.01% 7677
2025
Q4 		$5.6K Sell
110
-8,089
-99% -$392K ﹤0.01% 8657
2025
Q3 		$397K Sell
8,199
-559
-6% -$26.3K ﹤0.01% 6253
2025
Q2 		$411K Sell
8,758
-2,708
-24% -$118K ﹤0.01% 6176
2025
Q1 		$459K Buy
11,466
+393
+4% +$15.6K ﹤0.01% 5917
2024
Q4 		$422K Buy
+11,073
New +$441K ﹤0.01% 5962
2024
Q1 		– Sell
-844
Closed -$30.9K – 9527
2023
Q4 		$30.9K Buy
+844
New +$28.4K ﹤0.01% 6829
2023
Q2 		– Sell
-40
Closed -$1.35K – 9123
2023
Q1 		$1.35K Sell
40
-4,111
-99% -$139K ﹤0.01% 8757
2022
Q4 		$131K Sell
4,151
-656
-14% -$19.5K ﹤0.01% 5842
2022
Q3 		$128K Buy
4,807
+4,142
+623% +$128K ﹤0.01% 5492
2022
Q2 		$21K Buy
+665
New +$23.6K ﹤0.01% 6802
2021
Q3 		– Sell
-1,749
Closed -$76K – 9710
2021
Q2 		$76K Buy
1,749
+1,697
+3,263% +$75.4K ﹤0.01% 6083
2021
Q1 		$2K Sell
52
-217
-81% -$8.74K ﹤0.01% 8612
2020
Q4 		$10K Sell
269
-646
-71% -$22K ﹤0.01% 7480
2020
Q3 		$28K Sell
915
-115
-11% -$3.54K ﹤0.01% 6043
2020
Q2 		$30K Sell
1,030
-243
-19% -$6.69K ﹤0.01% 6264
2020
Q1 		$30K Sell
1,273
-7,791
-86% -$271K ﹤0.01% 6204
2019
Q4 		$372K Buy
9,064
+9,009
+16,380% +$343K ﹤0.01% 5097
2019
Q3 		$2K Hold
55
– – ﹤0.01% 7727
2019
Q2 		$2K Hold
55
– – ﹤0.01% 7613
2019
Q1 		$2K Hold
55
– – ﹤0.01% 7437
2018
Q4 		$2K Sell
55
-2,673
-98% -$92.2K ﹤0.01% 7797
2018
Q3 		$105K Hold
2,728
– – ﹤0.01% 5564
2018
Q2 		$110K Buy
2,728
+739
+37% +$30.6K ﹤0.01% 5377
2018
Q1 		$79K Hold
1,989
– – ﹤0.01% 5383
2017
Q4 		$79K Buy
1,989
+21
+1% +$810 ﹤0.01% 5526
2017
Q3 		$75K Hold
1,968
– – ﹤0.01% 5517
2017
Q2 		$71K Buy
1,968
+16
+0.8% +$584 ﹤0.01% 5394
2017
Q1 		$68K Hold
1,952
– – ﹤0.01% 5301
2016
Q4 		$64K Sell
1,952
-1,089
-36% -$35.2K ﹤0.01% 5629
2016
Q3 		$104K Sell
3,041
-39,319
-93% -$1.35M ﹤0.01% 4970
2016
Q2 		$1.41M Sell
42,360
-12,462
-23% -$465K ﹤0.01% 3082
2016
Q1 		$2.06M Sell
54,822
-1,141
-2% -$41.3K ﹤0.01% 2649
2015
Q4 		$2.25M Sell
55,963
-8,267
-13% -$340K ﹤0.01% 2683
2015
Q3 		$2.58M Sell
64,230
-59,778
-48% -$2.54M ﹤0.01% 2516
2015
Q2 		$5.39M Buy
124,008
+89,735
+262% +$3.91M ﹤0.01% 2002
2015
Q1 		$1.39M Buy
34,273
+19,678
+135% +$798K ﹤0.01% 3274
2014
Q4 		$574K Buy
+14,595
New +$564K ﹤0.01% 4070

Other funds holding FKU

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group's FKU Position: Q2 2026 in Review

UBS Group increased its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 33% in Q2 2026, buying an estimated $10.5K and bringing the position to 802 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7662.

UBS Group first reported a position in FKU in Q4 2014 and has held it in 39 quarters since. The position peaked at $5.39M in Q2 2015. 23 funds tracked by Wall St. Rank hold FKU as of Q2 2026.

  • UBS Group held 802 shares of First Trust United Kingdom AlphaDEX Fund worth $42.2K as of Q2 2026.
  • UBS Group bought 197 First Trust United Kingdom AlphaDEX Fund shares in Q2 2026, an estimated $10.5K.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7662 holding.
  • UBS Group first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2014 and has held it in 39 quarters since.
  • UBS Group's First Trust United Kingdom AlphaDEX Fund position peaked at $5.39M in Q2 2015.
  • 23 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.