WFG Advisors’s First Trust South Korea AlphaDEX Fund FKO Stock Holding History

WFG Advisors’s Portfolio FKO Stock Details FKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$12K	–	1789
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	1087
2016 Q2	$11K	Hold	500	–	–	﹤0.01%	1078
2016 Q1	$12K	Hold	500	–	–	﹤0.01%	1021
2015 Q4	$11K	Hold	500	–	–	﹤0.01%	1063
2015 Q3	$11K	Hold	500	–	–	﹤0.01%	1078
2015 Q2	$13K	Hold	500	–	–	﹤0.01%	1117
2015 Q1	$12K	Sell	500 -1,000	-67%	-$24.4K	﹤0.01%	1161
2014 Q4	$36K	Hold	1,500	–	–	0.01%	1010
2014 Q3	$41K	Buy	+1,500	New	+$42.1K	0.01%	999

Other funds holding FKO

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's FKO Position: Q4 2016 in Review

WFG Advisors sold out of First Trust South Korea AlphaDEX Fund (FKO) in Q4 2016, closing a stake of 500 shares — an estimated $12K sold.

WFG Advisors first reported a position in FKO in Q3 2014 and held it in 9 quarters. The position peaked at $41K in Q3 2014. 14 funds tracked by Wall St. Rank hold FKO as of Q4 2016.

WFG Advisors reported no remaining First Trust South Korea AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 500 First Trust South Korea AlphaDEX Fund shares in Q4 2016, an estimated $12K.
WFG Advisors first reported a position in First Trust South Korea AlphaDEX Fund in Q3 2014 and held it in 9 quarters.
WFG Advisors's First Trust South Korea AlphaDEX Fund position peaked at $41K in Q3 2014.
14 funds tracked by Wall St. Rank held First Trust South Korea AlphaDEX Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.