Beacon Pointe Wealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$225K	Hold	4,979	–	–	0.04%	241
2019 Q3	$210K	Sell	4,979 -1,313	-21%	-$55.7K	0.04%	242
2019 Q2	$269K	Hold	6,292	–	–	0.06%	224
2019 Q1	$265K	Hold	6,292	–	–	0.06%	219
2018 Q4	$231K	Buy	+6,292	New	+$252K	0.08%	200

Other funds holding FXD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beacon Pointe Wealth Advisors's FXD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its First Trust Consumer Discretionary AlphaDEX Fund (FXD) position steady in Q4 2019 at 4,979 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #241.

Beacon Pointe Wealth Advisors first reported a position in FXD in Q4 2018 and has held it in 5 quarters since. The position peaked at $269K in Q2 2019. 109 funds tracked by Wall St. Rank hold FXD as of Q4 2019.

Beacon Pointe Wealth Advisors held 4,979 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $225K as of Q4 2019.
Beacon Pointe Wealth Advisors left its First Trust Consumer Discretionary AlphaDEX Fund share count unchanged in Q4 2019.
First Trust Consumer Discretionary AlphaDEX Fund made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #241 holding.
Beacon Pointe Wealth Advisors first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $269K in Q2 2019.
109 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.