Winch Advisory Services’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-103,035	Closed	-$3.91M	–	446
2019 Q1	$3.91M	Buy	103,035 +102,504	+19,304%	+$3.82M	2.16%	12
2018 Q4	$18K	Sell	531 -60,656	-99%	-$2.23M	0.01%	138
2018 Q3	$2.53M	Buy	61,187 +2,995	+5%	+$127K	1.27%	29
2018 Q2	$2.43M	Buy	58,192 +6,056	+12%	+$260K	1.31%	28
2018 Q1	$2.2M	Buy	+52,136	New	+$2.3M	1.29%	24

Other funds holding FXZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return