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Winch Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Winch Advisory Services’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-206,551
Closed -$2.67M – 444
2019
Q1 		$2.67M Buy
+206,551
New +$2.66M 1.48% 24

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Winch Advisory Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2019, closing a stake of 206,551 shares — an estimated $2.67M sold.

Winch Advisory Services first reported a position in FXN in Q1 2019 and held it in 1 quarter. The position peaked at $2.67M in Q1 2019. 71 funds tracked by Wall St. Rank hold FXN as of Q2 2019.

  • Winch Advisory Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Winch Advisory Services sold 206,551 First Trust Energy AlphaDEX Fund shares in Q2 2019, an estimated $2.67M.
  • Winch Advisory Services first reported a position in First Trust Energy AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Energy AlphaDEX Fund position peaked at $2.67M in Q1 2019.
  • 71 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2019.

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