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

Wealth Quarterback’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
2020
Q1 		– Sell
-512
Closed -$16 – 1031
2019
Q4 		$16 Buy
+512
New +$19.5K ﹤0.01% 1027

Other funds holding FKU

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

Wealth Quarterback's FKU Position: Q1 2020 in Review

Wealth Quarterback sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2020, closing a stake of 512 shares — an estimated $16 sold.

Wealth Quarterback first reported a position in FKU in Q4 2019 and held it in 1 quarter. The position peaked at $16 in Q4 2019. 10 funds tracked by Wall St. Rank hold FKU as of Q1 2020.

  • Wealth Quarterback reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 512 First Trust United Kingdom AlphaDEX Fund shares in Q1 2020, an estimated $16.
  • Wealth Quarterback first reported a position in First Trust United Kingdom AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's First Trust United Kingdom AlphaDEX Fund position peaked at $16 in Q4 2019.
  • 10 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.