Waverton Investment Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Waverton Investment Management’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
2025 Q4	–	Sell	-11,455	Closed	-$555K	–	32
2025 Q3	$555K	Sell	11,455 -90	-0.8%	-$4.24K	0.01%	76
2025 Q2	$540K	Buy	11,545 +1,710	+17%	+$74.4K	0.01%	85
2025 Q1	$394K	Sell	9,835 -2,830	-22%	-$112K	0.01%	87
2024 Q4	$481K	Sell	12,665 -35	-0.3%	-$1.39K	0.01%	86
2024 Q3	$533K	Hold	12,700	–	–	0.01%	82
2024 Q2	$484K	Hold	12,700	–	–	0.01%	83
2024 Q1	$478K	Hold	12,700	–	–	0.01%	82
2023 Q4	$465K	Buy	12,700 +1,206	+10%	+$40.6K	0.01%	83
2023 Q3	$374K	Hold	11,494	–	–	0.01%	72
2023 Q2	$382K	Hold	11,494	–	–	0.01%	71
2023 Q1	$389K	Hold	11,494	–	–	0.01%	79
2022 Q4	$364K	Buy	+11,494	New	+$341K	0.01%	78

Other funds holding FKU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Waverton Investment Management's FKU Position: Q4 2025 in Review

Waverton Investment Management sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q4 2025, closing a stake of 11,455 shares — an estimated $555K sold.

Waverton Investment Management first reported a position in FKU in Q4 2022 and held it in 12 quarters. The position peaked at $555K in Q3 2025. 30 funds tracked by Wall St. Rank hold FKU as of Q4 2025.

Waverton Investment Management reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 11,455 First Trust United Kingdom AlphaDEX Fund shares in Q4 2025, an estimated $555K.
Waverton Investment Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2022 and held it in 12 quarters.
Waverton Investment Management's First Trust United Kingdom AlphaDEX Fund position peaked at $555K in Q3 2025.
30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.