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

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Showing 8 of 12 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 32,310 shares of FYX (FIRST TR EXCHANGE-TRADED ALP), worth $4.6M as of 2026-Q2. The position was increased (+1.2% shares). FYX represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$4.6M

Current Shares

32,310

Total Value Change

+$2.4M

Total Shares Change

+10,414

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
32,310
+1.2%
$4.6M0.0%$144.30
27
2026-Q1
Increased
31,925
+4.9%
$3.9M0.0%$122.29
28
2025-Q4
Decreased
30,424
-2.5%
$3.6M0.0%$114.25
0
2025-Q3
Decreased
31,221
-1.5%
$3.4M0.0%$108.48
0
2025-Q2
Increased
31,693
+4.0%
$3.2M0.0%$96.32
28
2025-Q1
Increased
30,467
+4.4%
$2.7M0.0%$90.17
27
2024-Q4
Increased
29,188
+33.3%
$2.9M0.0%$100.20
34
2024-Q3
Increased
21,896
+12.4%
$2.2M0.0%$97.87
29

Other major holders of FYX: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, LPL Financial LLC, MORGAN STANLEY

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