Walkner Condon Financial Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Buy |
+4,702
| New | +$220K | 0.04% | 259 |
|
2024
Q2 | – | Sell |
-8,398
| Closed | -$317K | – | 263 |
|
2024
Q1 | $317K | Hold |
8,398
| – | – | 0.07% | 207 |
|
2023
Q4 | $300K | Sell |
8,398
-99
| -1% | -$3.53K | 0.07% | 213 |
|
2023
Q3 | $281K | Sell |
8,497
-50
| -0.6% | -$1.65K | 0.07% | 202 |
|
2023
Q2 | $285K | Buy |
8,547
+45
| +0.5% | +$1.5K | 0.08% | 192 |
|
2023
Q1 | $288K | Buy |
8,502
+40
| +0.5% | +$1.35K | 0.08% | 181 |
|
2022
Q4 | $268K | Sell |
8,462
-2,243
| -21% | -$71K | 0.08% | 185 |
|
2022
Q3 | $287K | Sell |
10,705
-3,577
| -25% | -$95.9K | 0.09% | 164 |
|
2022
Q2 | $451K | Buy |
14,282
+489
| +4% | +$15.4K | 0.14% | 128 |
|
2022
Q1 | $532K | Buy |
13,793
+4,506
| +49% | +$174K | 0.15% | 125 |
|
2021
Q4 | $410K | Buy |
9,287
+2,346
| +34% | +$104K | 0.27% | 84 |
|
2021
Q3 | $292K | Buy |
+6,941
| New | +$292K | 0.14% | 118 |
|