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First Trust United Kingdom AlphaDEX Fund (FKU) Institutional Ownership

+0.51 (+1.32%)
(As of 05/24/2024 04:15 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
4/29/2024 Benjamin 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%
2/6/2024 Benjamin 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%
7/22/2022 Stratos 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%
5/4/2022 Benjamin 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%
4/26/2022 Stratos 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%
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2/8/2022 Raymond 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%
2/7/2022 Benjamin 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%
1/14/2022 Stratos 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%
11/2/2021 Raymond James Financial Services Advisors Inc.13,703$576K0.0%N/A0.609%
11/2/2021 Raymond James & Associates23,627$993K0.0%+176.4%1.050%
11/2/2021 Benjamin 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%
3/26/2021Susquehanna International Group LLP34,052$1.27M0.0%-13.3%6.810%
3/10/2021Coppell Advisory Solutions LLC5,568$210K0.1%N/A1.114%
2/17/2021 Jane Street Group LLC29,959$1.13M0.0%-26.1%5.992%
11/17/2020 Jane Street Group LLC40,535$1.25M0.0%-9.0%8.107%
11/13/2020 Morgan Stanley6,899$213K0.0%-11.2%1.380%
8/17/2020 Jane Street Group LLC44,537$1.30M0.0%+94.7%8.907%
8/14/2020 Bank of America Corp DE31,228$914K0.0%+11.2%6.246%
7/22/2020 CWM LLC952$28K0.0%N/A0.173%
6/16/2020 Royal Bank of Canada2,190$52K0.0%-40.8%0.398%
5/15/2020 Jane Street Group LLC22,873$539K0.0%-46.3%4.159%
5/15/2020 Morgan Stanley8,637$204K0.0%-49.4%1.570%
5/14/2020 Wells Fargo & Company MN2,237$53K0.0%-17.3%0.407%
5/1/2020 UBS Group AG1,273$30K0.0%-86.0%0.231%
(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, 16 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 F. Edwards & Company Inc. ($2.30M), Prudential Financial Inc. ($1.72M), Rathbones Group PLC ($1.40M), 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?

Of the 12 institutional investors that purchased First Trust United Kingdom AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dunhill Financial LLC ($44.70K), OLD Mission Capital LLC ($20.71K), Rathbones Group Plc ($19.15K), James Hambro & Partners ($18.90K), Retirement Planning Group ($11.72K), Waverton Investment Management Ltd ($11.49K), and Prudential Financial Inc. ($8.81K).

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

Institutional investors have bought a total of 143,910 shares in the last 24 months. This purchase volume represents approximately $7.12M in transactions.

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

Of the 11 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. ($8.18K), PGIM Custom Harvest LLC ($7.53K), OLD Mission Capital LLC ($6.33K), Walkner Condon Financial Advisors LLC ($5.82K), Dunhill Financial LLC ($4.94K), and Cottonwood Capital Advisors LLC ($2.27K).

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

Institutional investors have sold a total of 230,040 shares in the last 24 months. This volume of shares sold represents approximately $13.74M in transactions.

This page (NASDAQ:FKU) was last updated on 5/27/2024 by Staff

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