SEC 13F Intelligence

Solutions 4 Wealth, Ltd / FNX

Solutions 4 Wealth, Ltd’s First Tr Exchange-Traded Alp Position

Does Solutions 4 Wealth, Ltd own First Tr Exchange-Traded Alp (FNX)? Yes — 22.2K shares worth $3M (+4.29% of its 13F portfolio) as of Q1 2026, down from 22.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
22.2K
% of Portfolio
+4.29%
Quarters Held
10
currently held

Position History FNX

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.2K$3M+4.29%
Q4 202522.3K$3M+4.25%
Q3 202522.4K$3M+4.36%
Q2 202522.4K$3M+4.29%
Q1 202521.4K$2M+4.11%
Q4 202421.4K$2M+4.49%
Q3 202421.4K$3M+4.90%
Q2 202421.4K$2M+5.26%
Q1 202421.4K$2M+6.82%
Q4 202321.4K$2M+7.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Solutions 4 Wealth, Ltd’s full portfolio or all institutional holders of FNX.