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First Trust Financials AlphaDEX shares owned by TriaGen Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials 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 Financials AlphaDEX by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 39k 59.39
2025-06-30 $2.3M 40k 56.06
2025-03-31 $1.2M 22k 53.00
2024-12-31 $1.3M 24k 54.13

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Div Grwth (DGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Take-Two Interactive Software (TTWO)
McDonald's Corporation (MCD)
Cheniere Energy Com New (LNG)

View all positions for TriaGen Wealth Management

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
CFG Asset Management
Nilsine Partners
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX