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Atwood & Palmer’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-185
Closed -$18.5K – 478
2024
Q2 		$18.5K Sell
185
-1,340
-88% -$123K ﹤0.01% 302
2024
Q1 		$138K Sell
1,525
-480
-24% -$40.8K 0.01% 167
2023
Q4 		$163K Hold
2,005
– – 0.01% 157
2023
Q3 		$136K Sell
2,005
-85
-4% -$5.98K 0.01% 159
2023
Q2 		$149K Sell
2,090
-50
-2% -$3.2K 0.01% 164
2023
Q1 		$139K Buy
+2,140
New +$130K 0.01% 160

Other funds holding FTXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Atwood & Palmer's FTXL Position: Q3 2024 in Review

Atwood & Palmer sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q3 2024, closing a stake of 185 shares — an estimated $18.5K sold.

Atwood & Palmer first reported a position in FTXL in Q1 2023 and held it in 6 quarters. The position peaked at $163K in Q4 2023. 129 funds tracked by Wall St. Rank hold FTXL as of Q3 2024.

  • Atwood & Palmer reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Atwood & Palmer sold 185 First Trust Nasdaq Semiconductor ETF shares in Q3 2024, an estimated $18.5K.
  • Atwood & Palmer first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2023 and held it in 6 quarters.
  • Atwood & Palmer's First Trust Nasdaq Semiconductor ETF position peaked at $163K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.