Winch Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-49,479	Closed	-$3.78M	–	443
2019 Q1	$3.78M	Sell	49,479 -2,453	-5%	-$183K	2.09%	14
2018 Q4	$3.58M	Buy	+51,932	New	+$3.93M	1.99%	14

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Winch Advisory Services's FXH Position: Q2 2019 in Review

Winch Advisory Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 49,479 shares — an estimated $3.78M sold.

Winch Advisory Services first reported a position in FXH in Q4 2018 and held it in 2 quarters. The position peaked at $3.78M in Q1 2019. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

Winch Advisory Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 49,479 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $3.78M.
Winch Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Winch Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $3.78M in Q1 2019.
180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Winch Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.