Waverton Investment Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $484K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $364K | Buy |
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