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First Trust Energy AlphaDEX shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy AlphaDEX by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 50k 22.46
2022-12-31 $983k 58k 17.09
2022-09-30 $906k 58k 15.62
2022-06-30 $848k 58k 14.76
2022-03-31 $2.0M 127k 15.93

More positions owned by TriaGen Wealth Management

Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Edwards Lifesciences (EW)

View all positions for TriaGen Wealth Management

Top funds holding First Trust Energy AlphaDEX

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Nilsine Partners
Goss Wealth Management
Bank of America Corporation
UBS Group
Raymond James Financial
Virtue Capital Management
Cambridge Investment Research Advisors
Royal Bank of Canada
Independent Advisor Alliance
D.A. Davidson & Co.
Stifel Financial

View all funds holding First Trust Energy AlphaDEX