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

FXZFXZ
7 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 38,875 shares of FXZ (FIRST TR EXCHANGE-TRADED FD), worth $3M as of 2026-Q2. The position was decreased (-5.4% shares). FXZ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3M

Current Shares

38,875

Total Value Change

+$2.7M

Total Shares Change

+33,332

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
38,875
-5.4%
$3M0.0%$79.44
0
2026-Q1
Decreased
41,076
-44.5%
$3.2M0.0%$77.44
0
2025-Q4
Increased
73,991
+4.0%
$5.1M0.0%$65.52
28
2025-Q3
Increased
71,138
+2.0%
$4.5M0.0%$60.97
27
2025-Q2
Increased
69,771
+8.6%
$4.2M0.0%$56.38
29
2025-Q1
Increased
64,238
+1058.9%
$3.6M0.0%$54.55
43
2024-Q4
New
5,543
-
$314,8780.0%$55.14
33

Other major holders of FXZ: FIRST TRUST ADVISORS LP

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