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 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TriaGen Wealth Management's FTXR Position: Q2 2026 in Review

TriaGen Wealth Management increased its First Trust Nasdaq Transportation ETF (FTXR) stake by 84% in Q2 2026, buying an estimated $1.09M and bringing the position to 56,335 shares worth $2.57M. The position accounts for 0.64% of the portfolio, ranked #36.

TriaGen Wealth Management first reported a position in FTXR in Q4 2020 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold FTXR as of Q2 2026.

TriaGen Wealth Management held 56,335 shares of First Trust Nasdaq Transportation ETF worth $2.57M as of Q2 2026.
TriaGen Wealth Management bought 25,758 First Trust Nasdaq Transportation ETF shares in Q2 2026, an estimated $1.09M.
First Trust Nasdaq Transportation ETF made up 0.64% of TriaGen Wealth Management's portfolio in Q2 2026, its #36 holding.
TriaGen Wealth Management first reported a position in First Trust Nasdaq Transportation ETF in Q4 2020 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held First Trust Nasdaq Transportation ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.