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Beacon Capital Management Inc (Ohio)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-112
Closed -$8K – 258
2015
Q2 		$8K Buy
+112
New +$7.58K ﹤0.01% 154

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UBS Group
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LPL Financial
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RJA
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Royal Bank of Canada
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2015, closing a stake of 112 shares — an estimated $8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in FXH in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 145 funds tracked by Wall St. Rank hold FXH as of Q3 2015.

  • Beacon Capital Management Inc (Ohio) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 112 First Trust Health Care AlphaDEX Fund shares in Q3 2015, an estimated $8K.
  • Beacon Capital Management Inc (Ohio) first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s First Trust Health Care AlphaDEX Fund position peaked at $8K in Q2 2015.
  • 145 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2015.

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