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Beacon Capital Management Inc (Ohio)’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio FXD Stock Details FXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-210
Closed -$8K – 257
2015
Q2 		$8K Buy
+210
New +$7.76K ﹤0.01% 153

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Beacon Capital Management Inc (Ohio)'s FXD Position: Q3 2015 in Review

Beacon Capital Management Inc (Ohio) sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q3 2015, closing a stake of 210 shares — an estimated $8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in FXD in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 109 funds tracked by Wall St. Rank hold FXD as of Q3 2015.

  • Beacon Capital Management Inc (Ohio) reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 210 First Trust Consumer Discretionary AlphaDEX Fund shares in Q3 2015, an estimated $8K.
  • Beacon Capital Management Inc (Ohio) first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s First Trust Consumer Discretionary AlphaDEX Fund position peaked at $8K in Q2 2015.
  • 109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q3 2015.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2015, filed 7 Oct 2015.