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

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Royal Bank of Canada

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

Bank of America

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

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

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