WAS
AFEM

Winch Advisory Services’s First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF AFEM Stock Holding History

Winch Advisory Services’s Portfolio AFEM Stock Details AFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-75
Closed -$4K – 396
2018
Q4 		$4K Buy
+75
New +$4.31K ﹤0.01% 245

Other funds holding AFEM

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return

Winch Advisory Services's AFEM Position: Q1 2019 in Review

Winch Advisory Services sold out of First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF (AFEM) in Q1 2019, closing a stake of 75 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in AFEM in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 41 funds tracked by Wall St. Rank hold AFEM as of Q1 2019.

  • Winch Advisory Services reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Winch Advisory Services sold 75 First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF shares in Q1 2019, an estimated $4K.
  • Winch Advisory Services first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF position peaked at $4K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.