Wealth Enhancement Advisory Services
FLIC

Wealth Enhancement Advisory Services’s First of Long Island Corp FLIC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FLIC Stock Details FLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,818
Closed -$126K – 3027
2024
Q4 		$126K Buy
+10,818
New +$145K ﹤0.01% 2772

Other funds holding FLIC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLIC Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of First of Long Island Corp (FLIC) in Q1 2025, closing a stake of 10,818 shares — an estimated $126K sold.

Wealth Enhancement Advisory Services first reported a position in FLIC in Q4 2024 and held it in 1 quarter. The position peaked at $126K in Q4 2024. 112 funds tracked by Wall St. Rank hold FLIC as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining First of Long Island Corp position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,818 First of Long Island Corp shares in Q1 2025, an estimated $126K.
  • Wealth Enhancement Advisory Services first reported a position in First of Long Island Corp in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's First of Long Island Corp position peaked at $126K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held First of Long Island Corp as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.