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First Trust United Kingdom AlphaDEX Fund (FKU) Institutional Ownership

$39.77
+0.73 (+1.87%)
(As of 07/26/2024 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)
$1.81M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$869.07K
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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
4/29/2024Benjamin 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%
2/13/2024Rathbones 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%
11/6/2023 Cottonwood 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%
2/6/2023 Cottonwood 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%
11/1/2022 Cottonwood Capital Advisors LLC14,307$383K0.4%+18.4%1.363%
10/28/2022Walkner Condon Financial Advisors LLC10,705$287K0.1%-25.0%1.020%
10/20/2022 James 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%
7/27/2022 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%
5/11/2022Rathbones 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%
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%
2/10/2022Rathbones 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%
2/8/2022 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%
2/8/2022First 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%
1/28/2022 Cottonwood Capital Advisors LLC7,470$330K0.3%N/A0.340%
1/14/2022 Stratos Wealth Advisors LLC9,369$414K0.0%N/A0.446%
11/15/2021HighTower 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%
11/2/2021 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%
11/2/2021Benjamin 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%
11/17/2020Jane Street Group LLC40,535$1.25M0.0%-9.0%8.107%
11/13/2020Morgan Stanley6,899$213K0.0%-11.2%1.380%
8/17/2020Jane Street Group LLC44,537$1.30M0.0%+94.7%8.907%
8/14/2020Bank of America Corp DE31,228$914K0.0%+11.2%6.246%
7/22/2020 CWM LLC952$28K0.0%N/A0.173%
6/16/2020Royal Bank of Canada2,190$52K0.0%-40.8%0.398%
5/15/2020Morgan Stanley8,637$204K0.0%-49.4%1.570%
5/14/2020Wells Fargo & Company MN2,237$53K0.0%-17.3%0.407%
(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, 14 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 11 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), Waverton Investment Management Ltd ($11.49K), Prudential Financial Inc. ($8.81K), and Cottonwood Capital Advisors LLC ($4.47K).

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

Institutional investors have bought a total of 132,195 shares in the last 24 months. This purchase volume represents approximately $6.38M 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. ($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 229,635 shares in the last 24 months. This volume of shares sold represents approximately $13.71M in transactions.


This page (NASDAQ:FKU) was last updated on 7/27/2024 by MarketBeat.com Staff

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