Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

FPEFPE
Showing 9 of 21 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FIRST TR EXCH TRADED FD III

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 282,056 shares of FPE (FIRST TR EXCH TRADED FD III), worth $4.8M as of 2026-Q3. The position was increased (+0.2% shares). FPE represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$4.8M

Current Shares

282,056

Total Value Change

-$5.3M

Total Shares Change

-277,749

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
282,056
+0.2%
$4.8M0.0%$17.05
27
2026-Q2
Decreased
281,604
-5.4%
$5M0.0%$17.61
0
2026-Q1
Decreased
297,643
-20.3%
$5.3M0.0%$17.23
0
2025-Q4
Decreased
373,288
-3.6%
$6.8M0.0%$17.44
0
2025-Q3
Decreased
387,438
-27.0%
$7.1M0.0%$17.18
0
2025-Q2
Decreased
530,667
-5.4%
$9.5M0.0%$16.53
0
2025-Q1
Decreased
561,213
-11.8%
$9.9M0.0%$16.10
0
2024-Q4
Increased
636,290
+13.7%
$11.3M0.0%$15.97
32
2024-Q3
Increased
559,805
+5.4%
$10.1M0.0%$16.10
29

Other major holders of FPE: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used