WFG Advisors’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

WFG Advisors’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
2017 Q2	$9K	Hold	260	–	–	﹤0.01%	1173
2017 Q1	$9K	Buy	260 +1	+0.4%	+$34	﹤0.01%	1106
2016 Q4	$8K	Hold	259	–	–	﹤0.01%	1165
2016 Q3	$9K	Buy	259 +2	+0.8%	+$69	﹤0.01%	1154
2016 Q2	$9K	Buy	257 +3	+1%	+$112	﹤0.01%	1119
2016 Q1	$10K	Buy	254 +1	+0.4%	+$36	﹤0.01%	1046
2015 Q4	$10K	Buy	253 +2	+0.8%	+$82	﹤0.01%	1072
2015 Q3	$10K	Buy	251 +2	+0.8%	+$85	﹤0.01%	1083
2015 Q2	$11K	Buy	249 +2	+0.8%	+$87	﹤0.01%	1154
2015 Q1	$10K	Buy	+247	New	+$10K	﹤0.01%	1199

Other funds holding FKU

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

OMC

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

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

WFG Advisors's FKU Position: Q2 2017 in Review

WFG Advisors held its First Trust United Kingdom AlphaDEX Fund (FKU) position steady in Q2 2017 at 260 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

WFG Advisors first reported a position in FKU in Q1 2015 and has held it in 10 quarters since. The position peaked at $11K in Q2 2015. 20 funds tracked by Wall St. Rank hold FKU as of Q2 2017.

WFG Advisors held 260 shares of First Trust United Kingdom AlphaDEX Fund worth $9K as of Q2 2017.
WFG Advisors left its First Trust United Kingdom AlphaDEX Fund share count unchanged in Q2 2017.
First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1173 holding.
WFG Advisors first reported a position in First Trust United Kingdom AlphaDEX Fund in Q1 2015 and has held it in 10 quarters since.
WFG Advisors's First Trust United Kingdom AlphaDEX Fund position peaked at $11K in Q2 2015.
20 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.