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Wagner Wealth Management (South Carolina)’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-7
Closed – – 418
2022
Q3 		$0 Buy
+7
New +$216 ﹤0.01% 712

Other funds holding FKU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $27.1B AUM 20.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FKU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2022, closing a stake of 7 shares.

Wagner Wealth Management (South Carolina) first reported a position in FKU in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 27 funds tracked by Wall St. Rank hold FKU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 7 First Trust United Kingdom AlphaDEX Fund shares in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s First Trust United Kingdom AlphaDEX Fund position peaked at $0 in Q3 2022.
  • 27 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.