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Atomi Financial Group’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Atomi Financial Group’s Portfolio FTXL Stock Details FTXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,247
Closed -$489K – 988
2024
Q3 		$489K Sell
5,247
-714
-12% -$66.6K 0.03% 457
2024
Q2 		$595K Sell
5,961
-323
-5% -$29.7K 0.04% 346
2024
Q1 		$569K Buy
6,284
+276
+5% +$23.4K 0.05% 308
2023
Q4 		$490K Buy
6,008
+22
+0.4% +$1.57K 0.07% 276
2023
Q3 		$405K Buy
+5,986
New +$421K 0.14% 181

Other funds holding FTXL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atomi Financial Group's FTXL Position: Q4 2024 in Review

Atomi Financial Group sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2024, closing a stake of 5,247 shares — an estimated $489K sold.

Atomi Financial Group first reported a position in FTXL in Q3 2023 and held it in 5 quarters. The position peaked at $595K in Q2 2024. 121 funds tracked by Wall St. Rank hold FTXL as of Q4 2024.

  • Atomi Financial Group reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 5,247 First Trust Nasdaq Semiconductor ETF shares in Q4 2024, an estimated $489K.
  • Atomi Financial Group first reported a position in First Trust Nasdaq Semiconductor ETF in Q3 2023 and held it in 5 quarters.
  • Atomi Financial Group's First Trust Nasdaq Semiconductor ETF position peaked at $595K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.