Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FYX Stock Details FYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.56M Buy
32,310
+385
+1% +$51.1K 0.01% 1065
2026
Q1 		$3.86M Buy
31,925
+1,501
+5% +$181K 0.01% 1027
2025
Q4 		$3.59M Sell
30,424
-797
-3% -$88.4K ﹤0.01% 1190
2025
Q3 		$3.4M Sell
31,221
-472
-1% -$49K 0.01% 1152
2025
Q2 		$3.19M Buy
31,693
+1,226
+4% +$111K 0.01% 1117
2025
Q1 		$2.74M Buy
30,467
+1,279
+4% +$125K 0.01% 1089
2024
Q4 		$2.95M Buy
29,188
+7,292
+33% +$753K 0.01% 1004
2024
Q3 		$2.18M Buy
21,896
+2,413
+12% +$231K ﹤0.01% 1007
2024
Q2 		$1.76M Buy
19,483
+2,742
+16% +$249K ﹤0.01% 1036
2024
Q1 		$1.56M Buy
16,741
+2,327
+16% +$208K ﹤0.01% 1053
2023
Q4 		$1.32M Buy
14,414
+8,118
+129% +$667K ﹤0.01% 1052
2023
Q3 		$508K Buy
+6,296
New +$531K ﹤0.01% 1414

Other funds holding FYX

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return