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Beacon Financial Advisory’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Beacon Financial Advisory’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,390
Closed -$465K – 143
2019
Q4 		$465K Buy
+12,390
New +$446K 0.4% 78

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Financial Advisory's FEP Position: Q1 2020 in Review

Beacon Financial Advisory sold out of First Trust Europe AlphaDEX Fund (FEP) in Q1 2020, closing a stake of 12,390 shares — an estimated $465K sold.

Beacon Financial Advisory first reported a position in FEP in Q4 2019 and held it in 1 quarter. The position peaked at $465K in Q4 2019. 85 funds tracked by Wall St. Rank hold FEP as of Q1 2020.

  • Beacon Financial Advisory reported no remaining First Trust Europe AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 12,390 First Trust Europe AlphaDEX Fund shares in Q1 2020, an estimated $465K.
  • Beacon Financial Advisory first reported a position in First Trust Europe AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Beacon Financial Advisory's First Trust Europe AlphaDEX Fund position peaked at $465K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q1 2020.

Based on Beacon Financial Advisory's 13F filing for Q1 2020, filed 15 Apr 2020.