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

FXZFXZ
8 quarters

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

Yes. Wealth Enhancement Advisory Services holds 35,803 shares of FXZ, worth $2.8M, as of its Q3 2026 13F filing. It reduced the position by 3,072 shares (-7.9%) from Q2 2026. Wealth Enhancement Advisory Services has held FXZ since Q4 2024, across 8 quarterly 13F filings.

Current Value

$2.8M

Current Shares

35,803

Total Value Change

+$2.4M

Total Shares Change

+30,260

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
35,803
-7.9%
$2.8M0.0%$77.28
0
2026-Q2
Decreased
38,875
-5.4%
$3M0.0%$79.19
0
2026-Q1
Decreased
41,076
-44.5%
$3.2M0.0%$75.82
0
2025-Q4
Increased
73,991
+4.0%
$5.1M0.0%$64.28
28
2025-Q3
Increased
71,138
+2.0%
$4.5M0.0%$60.73
27
2025-Q2
Increased
69,771
+8.6%
$4.2M0.0%$55.87
29
2025-Q1
Increased
64,238
+1058.9%
$3.6M0.0%$54.17
43
2024-Q4
New
5,543
-
$314,8780.0%$55.29
33

Other major holders of FXZ: FIRST TRUST ADVISORS LP

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