Beacon Pointe Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$686K	Buy	8,158 +255	+3%	+$20.2K	0.13%	131
2019 Q3	$585K	Sell	7,903 -93	-1%	-$7.09K	0.12%	141
2019 Q2	$619K	Sell	7,996 -1,480	-16%	-$110K	0.13%	140
2019 Q1	$724K	Sell	9,476 -300	-3%	-$22.4K	0.17%	118
2018 Q4	$675K	Buy	+9,776	New	+$741K	0.24%	103

Other funds holding FXH

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

FEM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

Beacon Pointe Wealth Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.2% in Q4 2019, buying an estimated $20.2K and bringing the position to 8,158 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #131.

Beacon Pointe Wealth Advisors first reported a position in FXH in Q4 2018 and has held it in 5 quarters since. The position peaked at $724K in Q1 2019. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

Beacon Pointe Wealth Advisors held 8,158 shares of First Trust Health Care AlphaDEX Fund worth $686K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 255 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $20.2K.
First Trust Health Care AlphaDEX Fund made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #131 holding.
Beacon Pointe Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $724K in Q1 2019.
199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

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