Wealth Enhancement Advisory Services

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 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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return