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
2025
Q4 		– Sell
-11,345
Closed -$186K – 3702
2025
Q3 		$186K Buy
+11,345
New +$180K ﹤0.01% 3164

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UBS Group
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Raymond James Financial
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CA
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SF
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IAA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's FXN Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2025, closing a stake of 11,345 shares — an estimated $186K sold.

Wealth Enhancement Advisory Services first reported a position in FXN in Q3 2025 and held it in 1 quarter. The position peaked at $186K in Q3 2025. 122 funds tracked by Wall St. Rank hold FXN as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,345 First Trust Energy AlphaDEX Fund shares in Q4 2025, an estimated $186K.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Energy AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's First Trust Energy AlphaDEX Fund position peaked at $186K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.