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

FYXFYX
Showing 9 of 13 quarters

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

Yes. Wealth Enhancement Advisory Services holds 34,169 shares of FYX (First Trust Exchange-Traded Alp), worth $4.6M, as of its Q3 2026 13F filing. It increased the position by 1,859 shares (+5.8%) from Q2 2026. Wealth Enhancement Advisory Services has held FYX since Q3 2023, across 13 quarterly 13F filings.

Current Value

$4.6M

Current Shares

34,169

Total Value Change

+$2.4M

Total Shares Change

+12,273

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
34,169
+5.8%
$4.6M0.0%$134.59
28
2026-Q2
Increased
32,310
+1.2%
$4.6M0.0%$143.76
27
2026-Q1
Increased
31,925
+4.9%
$3.9M0.0%$118.53
28
2025-Q4
Decreased
30,424
-2.5%
$3.6M0.0%$112.18
0
2025-Q3
Decreased
31,221
-1.5%
$3.4M0.0%$107.71
0
2025-Q2
Increased
31,693
+4.0%
$3.2M0.0%$95.91
28
2025-Q1
Increased
30,467
+4.4%
$2.7M0.0%$88.75
27
2024-Q4
Increased
29,188
+33.3%
$2.9M0.0%$99.55
34
2024-Q3
Increased
21,896
+12.4%
$2.2M0.0%$97.48
29

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

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