TriaGen Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Buy	40,261 +18,315	+83%	+$1.03M	0.68%	42
2025 Q1	$1.16M	Sell	21,946 -2,090	-9%	-$111K	0.41%	62
2024 Q4	$1.3M	Buy	+24,036	New	+$1.3M	0.44%	59