TriaGen Wealth Management’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History

TriaGen Wealth Management’s Portfolio FTXR Stock Details FTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.35M	Buy	57,695 +1,360	+2%	+$59.9K	0.57%	42
2026 Q2	$2.57M	Buy	56,335 +25,758	+84%	+$1.09M	0.64%	36
2026 Q1	$1.17M	Buy	+30,577	New	+$1.23M	0.32%	69
2022 Q1	–	Sell	-50,494	Closed	-$1.75M	–	181
2021 Q4	$1.75M	Buy	50,494 +478	+1%	+$16.2K	0.86%	40
2021 Q3	$1.54M	Buy	50,016 +722	+1%	+$23.1K	0.84%	43
2021 Q2	$1.59M	Buy	49,294 +446	+0.9%	+$15.1K	0.82%	44
2021 Q1	$1.61M	Buy	48,848 +373	+0.8%	+$11.4K	0.92%	41
2020 Q4	$1.36M	Buy	+48,475	New	+$1.27M	0.8%	47

Other funds holding FTXR

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

TriaGen Wealth Management's FTXR Position: Q3 2026 in Review

TriaGen Wealth Management increased its First Trust Nasdaq Transportation ETF (FTXR) stake by 2.4% in Q3 2026, buying an estimated $59.9K and bringing the position to 57,695 shares worth $2.35M. The position accounts for 0.57% of the portfolio, ranked #42.

TriaGen Wealth Management first reported a position in FTXR in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.57M in Q2 2026. 4 funds tracked by Wall St. Rank hold FTXR as of Q3 2026.

TriaGen Wealth Management held 57,695 shares of First Trust Nasdaq Transportation ETF worth $2.35M as of Q3 2026.
TriaGen Wealth Management bought 1,360 First Trust Nasdaq Transportation ETF shares in Q3 2026, an estimated $59.9K.
First Trust Nasdaq Transportation ETF made up 0.57% of TriaGen Wealth Management's portfolio in Q3 2026, its #42 holding.
TriaGen Wealth Management first reported a position in First Trust Nasdaq Transportation ETF in Q4 2020 and has held it in 8 quarters since.
TriaGen Wealth Management's First Trust Nasdaq Transportation ETF position peaked at $2.57M in Q2 2026.
4 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.