Winch Advisory Services’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Winch Advisory Services’s Portfolio FTXN Stock Details FTXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-113	Closed	-$2K	–	368
2019 Q3	$2K	Hold	113	–	–	﹤0.01%	294
2019 Q2	$2K	Sell	113 -2	-2%	-$36	﹤0.01%	356
2019 Q1	$2K	Buy	115 +1	+0.9%	+$19	﹤0.01%	318
2018 Q4	$2K	Buy	114 +1	+0.9%	+$21	﹤0.01%	290
2018 Q3	$3K	Buy	113 +53	+88%	+$1.3K	﹤0.01%	254
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	313
2018 Q1	$1K	Buy	+60	New	+$1.24K	﹤0.01%	288

Other funds holding FTXN

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Winch Advisory Services's FTXN Position: Q4 2019 in Review

Winch Advisory Services sold out of First Trust Nasdaq Oil & Gas ETF (FTXN) in Q4 2019, closing a stake of 113 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in FTXN in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 13 funds tracked by Wall St. Rank hold FTXN as of Q4 2019.

Winch Advisory Services reported no remaining First Trust Nasdaq Oil & Gas ETF position as of Q4 2019 after selling out during the quarter.
Winch Advisory Services sold 113 First Trust Nasdaq Oil & Gas ETF shares in Q4 2019, an estimated $2K.
Winch Advisory Services first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2018 and held it in 7 quarters.
Winch Advisory Services's First Trust Nasdaq Oil & Gas ETF position peaked at $3K in Q3 2018.
13 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2019.

Based on Winch Advisory Services's 13F filing for Q4 2019, filed 12 Feb 2020.