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V Wealth Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

V Wealth Advisors’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
2021
Q4 		– Sell
-13,504
Closed -$567K – 498
2021
Q3 		$567K Sell
13,504
-673
-5% -$29.7K 0.09% 245
2021
Q2 		$622K Sell
14,177
-28
-0.2% -$1.24K 0.1% 227
2021
Q1 		$593K Buy
+14,205
New +$572K 0.11% 217

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

V Wealth Advisors's FKU Position: Q4 2021 in Review

V Wealth Advisors sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2021, closing a stake of 13,504 shares — an estimated $567K sold.

V Wealth Advisors first reported a position in FKU in Q1 2021 and held it in 3 quarters. The position peaked at $622K in Q2 2021. 26 funds tracked by Wall St. Rank hold FKU as of Q4 2021.

  • V Wealth Advisors reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • V Wealth Advisors sold 13,504 First Trust United Kingdom AlphaDEX Fund shares in Q4 2021, an estimated $567K.
  • V Wealth Advisors first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
  • V Wealth Advisors's First Trust United Kingdom AlphaDEX Fund position peaked at $622K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.