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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
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return