Bernard Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Bernard Wealth Management’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
2026 Q2	$7.12K	Hold	25	–	–	﹤0.01%	240
2026 Q1	$3.69K	Hold	25	–	–	﹤0.01%	262
2025 Q4	$3.24K	Hold	25	–	–	﹤0.01%	265
2025 Q3	$2.8K	Hold	25	–	–	﹤0.01%	259
2025 Q2	$2.4K	Hold	25	–	–	﹤0.01%	259
2025 Q1	$1.89K	Buy	+25	New	+$2.15K	﹤0.01%	312

Other funds holding FTXL

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bernard Wealth Management's FTXL Position: Q2 2026 in Review

Bernard Wealth Management held its First Trust Nasdaq Semiconductor ETF (FTXL) position steady in Q2 2026 at 25 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Bernard Wealth Management first reported a position in FTXL in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold FTXL as of Q2 2026.

Bernard Wealth Management held 25 shares of First Trust Nasdaq Semiconductor ETF worth $7.12K as of Q2 2026.
Bernard Wealth Management left its First Trust Nasdaq Semiconductor ETF share count unchanged in Q2 2026.
First Trust Nasdaq Semiconductor ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #240 holding.
Bernard Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q2 2026.

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