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
Q3 		– Sell
-11,674
Closed -$265K – 4304
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

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Banque Transatlantique
Banque Transatlantique Paris, France $4.51B AUM 28.42% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Minot DeBlois Advisors
Minot DeBlois Advisors Boston, Massachusetts $118M AUM 13.29% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTXG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q3 2026, closing a stake of 11,674 shares — an estimated $265K sold.

Wealth Enhancement Advisory Services first reported a position in FTXG in Q4 2024 and held it in 7 quarters. The position peaked at $630K in Q4 2024. 9 funds tracked by Wall St. Rank hold FTXG as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,674 First Trust Nasdaq Food & Beverage ETF shares in Q3 2026, an estimated $265K.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's First Trust Nasdaq Food & Beverage ETF position peaked at $630K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.