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Clearstead Advisors’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

Clearstead Advisors’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
2020
Q4 		– Sell
-752
Closed -$36K – 993
2020
Q3 		$36K Buy
+752
New +$34.9K ﹤0.01% 509

Other funds holding FTXL

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearstead Advisors's FTXL Position: Q4 2020 in Review

Clearstead Advisors sold out of First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2020, closing a stake of 752 shares — an estimated $36K sold.

Clearstead Advisors first reported a position in FTXL in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 32 funds tracked by Wall St. Rank hold FTXL as of Q4 2020.

  • Clearstead Advisors reported no remaining First Trust Nasdaq Semiconductor ETF position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 752 First Trust Nasdaq Semiconductor ETF shares in Q4 2020, an estimated $36K.
  • Clearstead Advisors first reported a position in First Trust Nasdaq Semiconductor ETF in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's First Trust Nasdaq Semiconductor ETF position peaked at $36K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.