Wealth Enhancement Advisory Services
FXN icon

Wealth Enhancement Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$374K Buy
+15,984
New +$358K ﹤0.01% 3117
2025
Q4 		– Sell
-11,345
Closed -$186K – 3702
2025
Q3 		$186K Buy
+11,345
New +$180K ﹤0.01% 3164

Other funds holding FXN

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in First Trust Energy AlphaDEX Fund (FXN) in Q3 2026: 15,984 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #3117 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FXN as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in FXN in Q3 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold FXN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,984 shares of First Trust Energy AlphaDEX Fund worth $374K as of Q3 2026.
  • First Trust Energy AlphaDEX Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • First Trust Energy AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3117 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Energy AlphaDEX Fund in Q3 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q3 2026.

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