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Winslow Evans & Crocker’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

Winslow Evans & Crocker’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
2015
Q1 		– Sell
-140
Closed -$5.5K – 1290
2014
Q4 		$5.5K Sell
140
-922
-87% -$35.7K ﹤0.01% 1018
2014
Q3 		$41.3K Buy
+1,062
New +$43.4K 0.01% 591

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Winslow Evans & Crocker's FKU Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of First Trust United Kingdom AlphaDEX Fund (FKU) in Q1 2015, closing a stake of 140 shares — an estimated $5.5K sold.

Winslow Evans & Crocker first reported a position in FKU in Q3 2014 and held it in 2 quarters. The position peaked at $41.3K in Q3 2014. 25 funds tracked by Wall St. Rank hold FKU as of Q1 2015.

  • Winslow Evans & Crocker reported no remaining First Trust United Kingdom AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 140 First Trust United Kingdom AlphaDEX Fund shares in Q1 2015, an estimated $5.5K.
  • Winslow Evans & Crocker first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's First Trust United Kingdom AlphaDEX Fund position peaked at $41.3K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.