Wealth Enhancement Advisory Services’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FXZ Stock Details FXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.76M	Sell	35,803 -3,072	-8%	-$249K	﹤0.01%	1465
2026 Q2	$3.01M	Sell	38,875 -2,201	-5%	-$177K	0.01%	1316
2026 Q1	$3.16M	Sell	41,076 -32,915	-44%	-$2.45M	0.01%	1145
2025 Q4	$5.13M	Buy	73,991 +2,853	+4%	+$177K	0.01%	1010
2025 Q3	$4.46M	Buy	71,138 +1,367	+2%	+$82.3K	0.01%	1004
2025 Q2	$4.17M	Buy	69,771 +5,533	+9%	+$299K	0.01%	981
2025 Q1	$3.56M	Buy	64,238 +58,695	+1,059%	+$3.4M	0.01%	966
2024 Q4	$315K	Buy	+5,543	New	+$354K	﹤0.01%	2345

Other funds holding FXZ

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its First Trust Materials AlphaDEX Fund (FXZ) stake by 7.9% in Q3 2026, selling an estimated $249K and leaving 35,803 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Wealth Enhancement Advisory Services first reported a position in FXZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.13M in Q4 2025. 10 funds tracked by Wall St. Rank hold FXZ as of Q3 2026.

Wealth Enhancement Advisory Services held 35,803 shares of First Trust Materials AlphaDEX Fund worth $2.76M as of Q3 2026.
Wealth Enhancement Advisory Services sold 3,072 First Trust Materials AlphaDEX Fund shares in Q3 2026, an estimated $249K.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1465 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Materials AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's First Trust Materials AlphaDEX Fund position peaked at $5.13M in Q4 2025.
10 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2026.

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