Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Sell
3,749
-200
-5% -$35.3K ﹤0.01% 2385
2026
Q1 		$618K Sell
3,949
-129
-3% -$20.8K ﹤0.01% 2156
2025
Q4 		$678K Buy
4,078
+976
+31% +$156K ﹤0.01% 2242
2025
Q3 		$498K Sell
3,102
-42
-1% -$6.55K ﹤0.01% 2378
2025
Q2 		$477K Buy
3,144
+619
+25% +$85.2K ﹤0.01% 2261
2025
Q1 		$332K Sell
2,525
-639
-20% -$89.6K ﹤0.01% 2366
2024
Q4 		$437K Buy
3,164
+498
+19% +$69.5K ﹤0.01% 2088
2024
Q3 		$350K Sell
2,666
-17
-0.6% -$2.11K ﹤0.01% 2069
2024
Q2 		$329K Buy
2,683
+74
+3% +$8.9K ﹤0.01% 1918
2024
Q1 		$322K Buy
2,609
+351
+16% +$40.8K ﹤0.01% 1875
2023
Q4 		$247K Sell
2,258
-97
-4% -$9.8K ﹤0.01% 1960
2023
Q3 		$228K Buy
+2,355
New +$237K ﹤0.01% 1923

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CI
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LI
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WAP
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return