WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FTQI — FIRST TR EXCHANGE-TRADED FD

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FIRST TR EXCHANGE-TRADED FD (FTQI) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FTQI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTQI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTQI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTQI stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held FTQI — position size vs. price
% of Fund (quarterly)    FTQI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,178 -72 -0.6% 0.00% $226K 2026-04-08 $20.49
2025 Q4 REDUCED 42.6% -1.4% ✅ 11,250 -8,350 -42.6% 0.00% $236K 2026-01-08 $20.06
2025 Q1 REDUCED 44.9% +6.9% ❌ 19,600 -16,000 -44.9% 0.00% $369K 2025-04-16 $15.86
2024 Q4 UNCHANGED — — — 35,600 — 0% 0.00% $729K 2025-01-10 $17.65
2024 Q3 ADDED — — — 35,600 +6,000 +20.3% 0.00% $729K 2024-10-24 $17.06
2024 Q2 ADDED — — — 29,600 +6,100 +26.0% 0.00% $604K 2024-07-16 $16.82
2024 Q1 ADDED — — — 23,500 +7,000 +42.4% 0.00% $483K 2024-04-15 $15.68
2023 Q4 INITIATED — — — 16,500 — — 0.00% $327K 2024-01-30 $15.36

🏢 Other funds also holding FTQI

As of 2026 Q1 — sorted by position size

Significant Wealth Partners LLC 2.18% RiverTree Advisors, LLC 3Y 1.95% PMG Family Office LLC 0.99% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.62% Trueblood Wealth Management, LLC 0.42% Elevated Capital Advisors, LLC 3Y 0.22% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.17% Balboa Wealth Partners 3Y 0.15% Tactive Advisors, LLC 0.14% Kapstone Financial Advisors LLC 3Y 0.13%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and FTQI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning FTQI?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FTQI across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTQI position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for FTQI was 0.00% in 2024 Q3.

What is the latest reported FTQI position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 11,178 shares, equal to 0.00% of portfolio, with an estimated market value of $226K.

What does the chart on this FTQI ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly FTQI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their FTQI position?

Based on 13F filing dates vs. subsequent FTQI price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 4 out of 6 reported position changes (67%).

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