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Beacon Pointe Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$369K Buy
11,034
+13
+0.1% +$423 0.07% 190
2019
Q3 		$351K Sell
11,021
-237
-2% -$7.5K 0.07% 192
2019
Q2 		$356K Buy
11,258
+5
+0% +$156 0.08% 194
2019
Q1 		$341K Buy
11,253
+27
+0.2% +$808 0.08% 189
2018
Q4 		$303K Buy
+11,226
New +$331K 0.11% 167

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 0.12% in Q4 2019, buying an estimated $423 and bringing the position to 11,034 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #190.

Beacon Pointe Wealth Advisors first reported a position in FXO in Q4 2018 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold FXO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 11,034 shares of First Trust Financials AlphaDEX Fund worth $369K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 13 First Trust Financials AlphaDEX Fund shares in Q4 2019, an estimated $423.
  • First Trust Financials AlphaDEX Fund made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #190 holding.
  • Beacon Pointe Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2019.

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