Winch Advisory Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-74,753	Closed	-$2.98M	–	445
2019 Q1	$2.98M	Buy	+74,753	New	+$2.88M	1.65%	22

Other funds holding FXR

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

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

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

FEM

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

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

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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RJFSA

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

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

Winch Advisory Services sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q2 2019, closing a stake of 74,753 shares — an estimated $2.98M sold.

Winch Advisory Services first reported a position in FXR in Q1 2019 and held it in 1 quarter. The position peaked at $2.98M in Q1 2019. 94 funds tracked by Wall St. Rank hold FXR as of Q2 2019.

Winch Advisory Services reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 74,753 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q2 2019, an estimated $2.98M.
Winch Advisory Services first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
Winch Advisory Services's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $2.98M in Q1 2019.
94 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q2 2019.

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