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Beaumont Financial Advisors’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Beaumont Financial Advisors’s Portfolio FPA Stock Details FPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-62,556
Closed -$1.96M – 142
2015
Q1 		$1.96M Buy
+62,556
New +$1.86M 0.07% 88

Other funds holding FPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beaumont Financial Advisors's FPA Position: Q2 2015 in Review

Beaumont Financial Advisors sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q2 2015, closing a stake of 62,556 shares — an estimated $1.96M sold.

Beaumont Financial Advisors first reported a position in FPA in Q1 2015 and held it in 1 quarter. The position peaked at $1.96M in Q1 2015. 25 funds tracked by Wall St. Rank hold FPA as of Q2 2015.

  • Beaumont Financial Advisors reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Beaumont Financial Advisors sold 62,556 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q2 2015, an estimated $1.96M.
  • Beaumont Financial Advisors first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Beaumont Financial Advisors's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $1.96M in Q1 2015.
  • 25 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q2 2015.

Based on Beaumont Financial Advisors's 13F filing for Q2 2015, filed 30 Jul 2015.