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

FEM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

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

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

ACP

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

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

Winch Advisory Services sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2019, closing a stake of 103,035 shares — an estimated $3.91M sold.

Winch Advisory Services first reported a position in FXZ in Q1 2018 and held it in 5 quarters. The position peaked at $3.91M in Q1 2019. 59 funds tracked by Wall St. Rank hold FXZ as of Q2 2019.

Winch Advisory Services reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 103,035 First Trust Materials AlphaDEX Fund shares in Q2 2019, an estimated $3.91M.
Winch Advisory Services first reported a position in First Trust Materials AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Winch Advisory Services's First Trust Materials AlphaDEX Fund position peaked at $3.91M in Q1 2019.
59 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2019.

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