Williams Jones Wealth Management’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Williams Jones Wealth 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
2026 Q2	$263K	Hold	5,000	–	–	﹤0.01%	468
2026 Q1	$252K	Hold	5,000	–	–	﹤0.01%	442
2025 Q4	$255K	Hold	5,000	–	–	﹤0.01%	444
2025 Q3	$242K	Sell	5,000 -3,500	-41%	-$165K	﹤0.01%	446
2025 Q2	$399K	Buy	+8,500	New	+$370K	﹤0.01%	377

Other funds holding FKU

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

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

FTUS

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

Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return

QCM

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Williams Jones Wealth Management's FKU Position: Q2 2026 in Review

Williams Jones Wealth Management held its First Trust United Kingdom AlphaDEX Fund (FKU) position steady in Q2 2026 at 5,000 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Williams Jones Wealth Management first reported a position in FKU in Q2 2025 and has held it in 5 quarters since. The position peaked at $399K in Q2 2025. 22 funds tracked by Wall St. Rank hold FKU as of Q2 2026.

Williams Jones Wealth Management held 5,000 shares of First Trust United Kingdom AlphaDEX Fund worth $263K as of Q2 2026.
Williams Jones Wealth Management left its First Trust United Kingdom AlphaDEX Fund share count unchanged in Q2 2026.
First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #468 holding.
Williams Jones Wealth Management first reported a position in First Trust United Kingdom AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Williams Jones Wealth Management's First Trust United Kingdom AlphaDEX Fund position peaked at $399K in Q2 2025.
22 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.