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First Trust United Kingdom AlphaDEX Fund (FKU) Institutional Ownership

First Trust United Kingdom AlphaDEX Fund logo
$37.78 +0.47 (+1.26%)
As of 01/17/2025 04:00 PM Eastern

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
11/15/2024Quantinno Capital Management LP10,995$460K0.0%+15.5%0.579%
11/15/2024Benjamin Edwards Inc.57,200$2.39M0.0%N/A3.011%
11/13/2024Transamerica Financial Advisors Inc.7,426$311K0.0%-7.8%0.391%
11/4/2024Cottonwood 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%
8/9/2024Rathbones 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%
4/26/2024Cottonwood Capital Advisors LLC11,229$408K0.3%-8.0%0.681%
2/13/2024Rathbones Group PLC38,163$1.40M0.0%+3.5%2.245%
2/9/2024Corient 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%
11/14/2023PGIM Custom Harvest LLC83,503$2.72M0.1%-8.3%13.917%
11/13/2023Rathbones Group PLC36,871$1.20M0.0%+21.8%6.145%
11/6/2023Cottonwood Capital Advisors LLC12,726$414K0.4%-5.8%2.121%
10/27/2023Dunhill Financial LLC39,756$1.30M0.8%-11.1%6.116%
8/23/2023Dunhill Financial LLC44,695$1.47M1.0%N/A6.385%
8/4/2023Rathbones Group PLC30,279$1.01M0.0%-5.5%4.326%
8/2/2023Bank of Montreal Can1,076$37K0.0%N/A0.166%
5/12/2023Rathbones Group PLC32,052$1.09M0.0%+13.9%4.579%
3/6/2023OLD Mission Capital LLC32,109$1.02M0.0%+47.2%4.014%
2/9/2023Legacy Capital Wealth Partners LLC8,076$256K0.1%-95.9%1.010%
2/8/2023UBS Group AG4,151$131K0.0%-13.6%0.519%
2/6/2023Cottonwood Capital Advisors LLC13,796$437K0.4%-3.6%1.725%
2/2/2023Waverton Investment Management Ltd11,494$364K0.0%N/A1.437%
1/26/2023Walkner Condon Financial Advisors LLC8,462$268K0.1%-21.0%1.058%
11/14/2022OLD Mission Capital LLC21,813$585K0.0%-22.5%2.077%
11/14/2022Legacy Capital Wealth Partners LLC199,060$5.34M2.8%+1.0%18.958%
11/4/2022Prudential Financial Inc.54,609$1.72M0.0%+19.2%5.201%
11/3/2022Rathbones Group Plc26,651$714K0.0%+38.1%2.538%
11/1/2022Cottonwood Capital Advisors LLC14,307$383K0.4%+18.4%1.363%
10/28/2022Walkner Condon Financial Advisors LLC10,705$287K0.1%-25.0%1.020%
10/20/2022James Hambro & Partners18,903$482K0.0%N/A1.890%
8/5/2022OLD Mission Capital LLC28,140$888K0.0%+58.7%1.340%
8/4/2022Walkner Condon Financial Advisors LLC14,282$451K0.1%+3.5%0.680%
7/27/2022Cottonwood Capital Advisors LLC12,082$381K0.3%+22.8%0.575%
7/22/2022Stratos Wealth Advisors LLC6,729$212K0.0%-5.7%0.320%
7/13/2022Retirement Planning Group11,715$370K0.0%N/A0.545%
5/11/2022Rathbones 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%
5/3/2022Walkner 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%
4/18/2022Cottonwood Capital Advisors LLC9,838$379K0.3%+31.7%0.458%
2/10/2022Rathbones Group PLC9,031$399K0.0%N/A0.411%
2/10/2022HighTower Advisors LLC16,212$717K0.0%+10.4%0.737%
2/9/2022Sowell Financial Services LLC37,969$1.68M0.1%-17.7%1.726%
2/8/2022MTM Investment Management LLC685$30K0.0%N/A0.031%
2/8/2022Raymond James & Associates25,055$1.11M0.0%+6.0%1.139%
2/8/2022First 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%
1/28/2022Cottonwood Capital Advisors LLC7,470$330K0.3%N/A0.340%
1/14/2022Stratos Wealth Advisors LLC9,369$414K0.0%N/A0.446%
11/15/2021HighTower Advisors LLC14,690$618K0.0%N/A0.653%
11/12/2021OLD Mission Capital LLC11,221$472K0.0%N/A0.499%
11/4/2021Sowell Financial Services LLC46,114$1.94M0.1%+1.9%2.050%
11/4/2021Walkner 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%
10/20/2021StoneX Group Inc.4,798$202K0.0%N/A0.223%
8/13/2021Stifel Financial Corp14,654$643K0.0%N/A2.254%
8/12/2021CIBC World Markets Inc.18,927$831K0.0%+88.3%2.912%
8/9/2021Belpointe Asset Management LLC4,295$189K0.0%N/A0.661%
8/5/2021Sowell Financial Services LLC45,243$1.99M0.1%-16.8%6.960%
5/18/2021Citadel Advisors LLC50,291$2.10M0.0%-30.4%7.737%
5/11/2021CIBC World Markets Inc.10,054$420K0.0%N/A1.676%
5/7/2021Sowell Financial Services LLC54,385$2.42M0.1%N/A9.064%
4/20/2021V Wealth Advisors LLC14,205$593K0.1%N/A2.583%
3/26/2021Susquehanna International Group LLP34,052$1.27M0.0%-13.3%6.810%
3/10/2021Coppell Advisory Solutions LLC5,568$210K0.1%N/A1.114%
2/17/2021Jane Street Group LLC29,959$1.13M0.0%-26.1%5.992%
11/13/2020Morgan 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 1/21/2025 by MarketBeat.com Staff
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