Wealth Enhancement Advisory Services
FTXG icon

Wealth Enhancement Advisory Services’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTXG Stock Details FTXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
11,674
-2,127
-15% -$47.3K ﹤0.01% 3319
2026
Q1 		$306K Sell
13,801
-2,307
-14% -$51.7K ﹤0.01% 2753
2025
Q4 		$334K Sell
16,108
-2,478
-13% -$52.9K ﹤0.01% 2831
2025
Q3 		$401K Sell
18,586
-1,708
-8% -$38.1K ﹤0.01% 2549
2025
Q2 		$461K Sell
20,294
-2,842
-12% -$64.6K ﹤0.01% 2286
2025
Q1 		$547K Sell
23,136
-4,190
-15% -$95.5K ﹤0.01% 1993
2024
Q4 		$630K Buy
+27,326
New +$665K ﹤0.01% 1823

Other funds holding FTXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTXG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Nasdaq Food & Beverage ETF (FTXG) stake by 15% in Q2 2026, selling an estimated $47.3K and leaving 11,674 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Wealth Enhancement Advisory Services first reported a position in FTXG in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q4 2024. 25 funds tracked by Wall St. Rank hold FTXG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,674 shares of First Trust Nasdaq Food & Beverage ETF worth $265K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,127 First Trust Nasdaq Food & Beverage ETF shares in Q2 2026, an estimated $47.3K.
  • First Trust Nasdaq Food & Beverage ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3319 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Nasdaq Food & Beverage ETF position peaked at $630K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.