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

UBS’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
2014
Q3 		$1.29M Buy
33,096
+8,278
+33% +$339K ﹤0.01% 3342
2014
Q2 		$1.05M Buy
24,818
+24,319
+4,874% +$1.05M ﹤0.01% 3493
2014
Q1 		$22K Hold
499
– – ﹤0.01% 7953
2013
Q4 		$22K Hold
499
– – ﹤0.01% 8030
2013
Q3 		$19K Buy
499
+14
+3% +$529 ﹤0.01% 8127
2013
Q2 		$17K Buy
+485
New +$17.3K ﹤0.01% 8069

Other funds holding FKU

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

UBS's FKU Position: Q3 2014 in Review

UBS increased its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 33% in Q3 2014, buying an estimated $339K and bringing the position to 33,096 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

UBS first reported a position in FKU in Q2 2013 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold FKU as of Q3 2014.

  • UBS held 33,096 shares of First Trust United Kingdom AlphaDEX Fund worth $1.29M as of Q3 2014.
  • UBS bought 8,278 First Trust United Kingdom AlphaDEX Fund shares in Q3 2014, an estimated $339K.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3342 holding.
  • UBS first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2013 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.