BFWM
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Bright Futures Wealth Management’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-3,165
Closed -$290K – 165
2024
Q3 		$290K Sell
3,165
-50
-2% -$4.66K 0.14% 173
2024
Q2 		$270K Hold
3,215
– – 0.15% 164
2024
Q1 		$317K Buy
+3,215
New +$273K 0.17% 148

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

Bright Futures Wealth Management's FTXL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2024, closing a stake of 3,165 shares — an estimated $290K sold.

Bright Futures Wealth Management first reported a position in FTXL in Q1 2024 and held it in 3 quarters. The position peaked at $317K in Q1 2024. 121 funds tracked by Wall St. Rank hold FTXL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 3,165 First Trust Nasdaq Semiconductor ETF shares in Q4 2024, an estimated $290K.
  • Bright Futures Wealth Management first reported a position in First Trust Nasdaq Semiconductor ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's First Trust Nasdaq Semiconductor ETF position peaked at $317K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.