TriaGen Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-49,595	Closed	-$1.11M	–	199
2026 Q1	$1.11M	Buy	+49,595	New	+$962K	0.3%	77
2023 Q1	–	Sell	-57,527	Closed	-$983K	–	172
2022 Q4	$983K	Sell	57,527 -490	-0.8%	-$8.79K	0.55%	54
2022 Q3	$906K	Buy	58,017 +552	+1%	+$9.02K	0.5%	54
2022 Q2	$848K	Sell	57,465 -69,112	-55%	-$1.12M	0.6%	46
2022 Q1	$2.02M	Buy	+126,577	New	+$1.79M	1.05%	25

Other funds holding FXN

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

TriaGen Wealth Management sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2026, closing a stake of 49,595 shares — an estimated $1.11M sold.

TriaGen Wealth Management first reported a position in FXN in Q1 2022 and held it in 5 quarters. The position peaked at $2.02M in Q1 2022. 131 funds tracked by Wall St. Rank hold FXN as of Q2 2026.

TriaGen Wealth Management reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
TriaGen Wealth Management sold 49,595 First Trust Energy AlphaDEX Fund shares in Q2 2026, an estimated $1.11M.
TriaGen Wealth Management first reported a position in First Trust Energy AlphaDEX Fund in Q1 2022 and held it in 5 quarters.
TriaGen Wealth Management's First Trust Energy AlphaDEX Fund position peaked at $2.02M in Q1 2022.
131 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2026.

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