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First Trust United Kingdom AlphaDEX Fund (FKU) Institutional Ownership

First Trust United Kingdom AlphaDEX Fund logo
$38.10 +0.27 (+0.71%)
(As of 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust United Kingdom AlphaDEX Fund (NASDAQ:FKU)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.78M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$569.86K
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FKU Institutional Buying and Selling by Quarter

First Trust United Kingdom AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Quantinno Capital Management LP10,995$460K0.0%+15.5%0.579%
11/15/2024 Benjamin Edwards Inc.57,200$2.39M0.0%N/A3.011%
11/13/2024 Transamerica Financial Advisors Inc.7,426$311K0.0%-7.8%0.391%
11/4/2024 Cottonwood Capital Advisors LLC10,067$421K0.3%-8.8%0.530%
8/13/2024Benjamin F. Edwards & Company Inc.57,526$2.19M0.0%-5.3%3.384%
8/9/2024 Rathbones Group PLC44,590$1.70M0.0%+18.1%2.623%
4/29/2024Benjamin F. Edwards & Company Inc.60,772$2.30M0.0%+0.8%3.683%
4/26/2024 Cottonwood Capital Advisors LLC11,229$408K0.3%-8.0%0.681%
2/13/2024 Rathbones Group PLC38,163$1.40M0.0%+3.5%2.245%
2/9/2024 Corient Private Wealth LLC32,427$1.19M0.0%-3.5%1.907%
2/6/2024Benjamin F. Edwards & Company Inc.60,275$2.21M0.0%-11.9%3.546%
11/14/2023 PGIM Custom Harvest LLC83,503$2.72M0.1%-8.3%13.917%
11/13/2023 Rathbones Group PLC36,871$1.20M0.0%+21.8%6.145%
11/6/2023 Cottonwood Capital Advisors LLC12,726$414K0.4%-5.8%2.121%
10/27/2023 Dunhill Financial LLC39,756$1.30M0.8%-11.1%6.116%
8/23/2023 Dunhill Financial LLC44,695$1.47M1.0%N/A6.385%
8/4/2023 Rathbones Group PLC30,279$1.01M0.0%-5.5%4.326%
8/2/2023 Bank of Montreal Can1,076$37K0.0%N/A0.166%
5/12/2023 Rathbones Group PLC32,052$1.09M0.0%+13.9%4.579%
3/6/2023 OLD Mission Capital LLC32,109$1.02M0.0%+47.2%4.014%
2/9/2023 Legacy Capital Wealth Partners LLC8,076$256K0.1%-95.9%1.010%
2/8/2023 UBS Group AG4,151$131K0.0%-13.6%0.519%
2/6/2023 Cottonwood Capital Advisors LLC13,796$437K0.4%-3.6%1.725%
2/2/2023 Waverton Investment Management Ltd11,494$364K0.0%N/A1.437%
1/26/2023 Walkner Condon Financial Advisors LLC8,462$268K0.1%-21.0%1.058%
11/14/2022 OLD Mission Capital LLC21,813$585K0.0%-22.5%2.077%
11/14/2022 Legacy Capital Wealth Partners LLC199,060$5.34M2.8%+1.0%18.958%
11/4/2022 Prudential Financial Inc.54,609$1.72M0.0%+19.2%5.201%
11/3/2022 Rathbones Group Plc26,651$714K0.0%+38.1%2.538%
11/1/2022 Cottonwood Capital Advisors LLC14,307$383K0.4%+18.4%1.363%
10/28/2022 Walkner Condon Financial Advisors LLC10,705$287K0.1%-25.0%1.020%
10/20/2022 James Hambro & Partners18,903$482K0.0%N/A1.890%
8/5/2022 OLD Mission Capital LLC28,140$888K0.0%+58.7%1.340%
8/4/2022 Walkner Condon Financial Advisors LLC14,282$451K0.1%+3.5%0.680%
7/27/2022 Cottonwood Capital Advisors LLC12,082$381K0.3%+22.8%0.575%
7/22/2022Stratos Wealth Advisors LLC6,729$212K0.0%-5.7%0.320%
7/13/2022 Retirement Planning Group11,715$370K0.0%N/A0.545%
5/11/2022 Rathbones Group PLC9,718$374K0.0%+7.6%0.452%
5/4/2022Benjamin F. Edwards & Company Inc.31,519$1.22M0.1%+5.5%1.466%
5/3/2022 Walkner Condon Financial Advisors LLC13,793$532K0.2%+48.5%0.642%
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4/26/2022Stratos Wealth Advisors LLC7,134$275K0.0%-23.9%0.332%
4/18/2022 Cottonwood Capital Advisors LLC9,838$379K0.3%+31.7%0.458%
2/10/2022 Rathbones Group PLC9,031$399K0.0%N/A0.411%
2/10/2022 HighTower Advisors LLC16,212$717K0.0%+10.4%0.737%
2/9/2022 Sowell Financial Services LLC37,969$1.68M0.1%-17.7%1.726%
2/8/2022 MTM Investment Management LLC685$30K0.0%N/A0.031%
2/8/2022Raymond James & Associates25,055$1.11M0.0%+6.0%1.139%
2/8/2022 First Trust Advisors LP1,072,056$47.32M0.0%-13.1%48.730%
2/7/2022Benjamin F. Edwards & Company Inc.29,888$1.32M0.1%+7.3%1.359%
1/28/2022 Cottonwood Capital Advisors LLC7,470$330K0.3%N/A0.340%
1/14/2022Stratos Wealth Advisors LLC9,369$414K0.0%N/A0.446%
11/15/2021 HighTower Advisors LLC14,690$618K0.0%N/A0.653%
11/12/2021 OLD Mission Capital LLC11,221$472K0.0%N/A0.499%
11/4/2021 Sowell Financial Services LLC46,114$1.94M0.1%+1.9%2.050%
11/4/2021 Walkner Condon Financial Advisors LLC6,941$292K0.1%N/A0.308%
11/2/2021Raymond James Financial Services Advisors Inc.13,703$576K0.0%N/A0.609%
11/2/2021Raymond James & Associates23,627$993K0.0%+176.4%1.050%
11/2/2021Benjamin F. Edwards & Company Inc.27,848$1.17M0.1%+3.4%1.238%
10/21/2021V Wealth Advisors LLC13,504$567K0.1%-4.7%0.600%
10/20/2021 StoneX Group Inc.4,798$202K0.0%N/A0.223%
8/13/2021 Stifel Financial Corp14,654$643K0.0%N/A2.254%
8/12/2021 CIBC World Markets Inc.18,927$831K0.0%+88.3%2.912%
8/9/2021 Belpointe Asset Management LLC4,295$189K0.0%N/A0.661%
8/5/2021 Sowell Financial Services LLC45,243$1.99M0.1%-16.8%6.960%
5/18/2021 Citadel Advisors LLC50,291$2.10M0.0%-30.4%7.737%
5/11/2021 CIBC World Markets Inc.10,054$420K0.0%N/A1.676%
5/7/2021 Sowell Financial Services LLC54,385$2.42M0.1%N/A9.064%
4/20/2021V Wealth Advisors LLC14,205$593K0.1%N/A2.583%
3/26/2021 Susquehanna International Group LLP34,052$1.27M0.0%-13.3%6.810%
3/10/2021 Coppell Advisory Solutions LLC5,568$210K0.1%N/A1.114%
2/17/2021 Jane Street Group LLC29,959$1.13M0.0%-26.1%5.992%
11/13/2020 Morgan Stanley6,899$213K0.0%-11.2%1.380%
(Data available from 1/1/2016 forward)

FKU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FKU shares?

During the previous two years, 15 institutional investors and hedge funds held shares of First Trust United Kingdom AlphaDEX Fund. The most heavily invested institutionals were PGIM Custom Harvest LLC ($2.72M), Benjamin Edwards Inc. ($2.39M), Benjamin F. Edwards & Company Inc. ($2.19M), Rathbones Group PLC ($1.70M), Dunhill Financial LLC ($1.30M), Corient Private Wealth LLC ($1.19M), and OLD Mission Capital LLC ($1.02M).Learn more on FKU's institutional investors.

Which institutional investors have been buying First Trust United Kingdom AlphaDEX Fund stock?

The following institutional investors have purchased First Trust United Kingdom AlphaDEX Fund stock in the last 24 months: Benjamin Edwards Inc. ($57.20K), Dunhill Financial LLC ($44.70K), Rathbones Group PLC ($18.61K), Waverton Investment Management Ltd ($11.49K), OLD Mission Capital LLC ($10.30K), Quantinno Capital Management LP ($1.48K), and Bank of Montreal Can ($1.08K).

How much institutional buying is happening at First Trust United Kingdom AlphaDEX Fund?

Institutional investors have bought a total of 145,349 shares in the last 24 months. This purchase volume represents approximately $6.16M in transactions.

Which First Trust United Kingdom AlphaDEX Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold First Trust United Kingdom AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Capital Wealth Partners LLC ($190.98K), Benjamin F. Edwards & Company Inc. ($11.42K), PGIM Custom Harvest LLC ($7.53K), Dunhill Financial LLC ($4.94K), Cottonwood Capital Advisors LLC ($3.24K), Walkner Condon Financial Advisors LLC ($2.24K), and Rathbones Group PLC ($1.77K).

How much institutional selling is happening at First Trust United Kingdom AlphaDEX Fund?

Institutional investors have sold a total of 224,571 shares in the last 24 months. This volume of shares sold represents approximately $13.37M in transactions.



This page (NASDAQ:FKU) was last updated on 12/20/2024 by MarketBeat.com Staff
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